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William Sean David Jamison

LIFEPLAN FINANCIAL, LLC·MANKATO, Minnesota
Clean record12 years registeredLIFEPLAN FINANCIAL, LLC
226 N. BROAD STREET, MANKATO, MN 56001CRD# 6267620Firm CRD# 136981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Sean David Jamison · MANKATO, MN
Registration
CRD #6267620 · LIFEPLAN FINANCIAL, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

LIFEPLAN FINANCIAL, LLC
Jan 2014 – present
02

Registrations & Exams

Registration record
First registered · January 2, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFEPLAN FINANCIAL, LLC
CRD 136981 · SEC 801-131454
AUM
$125M
Regulatory assets under management
Employees
7
533 client accounts
Services offered by LIFEPLAN FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFEPLAN FINANCIAL, LLC →
Introduction

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Frequently Asked Questions

What services does William Sean David Jamison offer?
William Sean David Jamison specializes in Financial Planning, Investment Management. Contact their office in MANKATO, Minnesota for a consultation.
What are William Sean David Jamison's credentials?
William Sean David Jamison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Sean David Jamison located?
William Sean David Jamison is based in MANKATO, Minnesota, working with LIFEPLAN FINANCIAL, LLC. Their office serves clients in the MANKATO metropolitan area and surrounding communities.
How does William Sean David Jamison charge for services?
William Sean David Jamison's firm is compensated through percentage of aum, other: financial planning and consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFEPLAN FINANCIAL, LLC?
LIFEPLAN FINANCIAL, LLC has approximately 7 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFEPLAN FINANCIAL, LLC

Larry Allen Kuyper
MANKATO, MN
Stephen John Buege
MANKATO, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
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