Investment adviser representative · Lifetime Financial Planning Solutions, LLC
Penny L. Wasem
CRD 4539006 · Lancaster, OH
At a glance
Penny L. Wasem is an investment adviser representative with Lifetime Financial Planning Solutions, LLC in Lancaster, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Penny’s SEC record dates to 2000, about 26 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Lifetime Financial Planning Solutions, LLCSince September 2007Lancaster, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Penny’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.