Brett
Lozowski
Life Planning Partners, Inc
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About this Advisor
Brett Lozowski is a financial advisor based in Jacksonville, Florida, working with Life Planning Partners, Inc. Brett has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Izzo's Illegal Burrito, Bank of America, Tuscaloosa United Soccer Club, University of Alabama, Jesuit High School, Truist Advisory Services, Inc, and Life Planning Partners. Brett has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Brett is part of Life Planning Partners, Inc, which operates out of Jacksonville, Florida. The firm has 6 employees and manages assets totaling $273.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Life Planning Partners, Inc includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Life Planning Partners, Inc Brokerage Details
$273,795,405
6
536
$510,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brett Lozowski Work History
Life Planning Partners
Life Planning Partners
Truist Advisory Services, Inc
Truist Advisory Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Tuscaloosa United Soccer Club
Bank Of America
Izzo'S Illegal Burrito
Izzo'S Illegal Burrito
University Of Alabama
Jesuit High School
Disclosures
Please visit the SEC profile of Brett Lozowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Life Planning Partners, Inc
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
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