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William Sean David Jamison

LIFEPLAN FINANCIAL, LLC·MANKATO, Minnesota
Unclaimed Profile
226 N. BROAD STREET, MANKATO, MN 56001CRD# 6267620Firm CRD# 136981
01

About

William Sean David Jamison is a registered financial advisor based in MANKATO, Minnesota, affiliated with LIFEPLAN FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIFEPLAN FINANCIAL, LLC
LIFEPLAN FINANCIAL, LLC
AUM
$125M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LIFEPLAN FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING AND CONSULTING
Regulatory
SEC/IARD CRD# 6267620
Firm CRD# 136981
No disclosures on file
View on FINRA BrokerCheck →

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05

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 in MANKATO
Stephen John Buege — WEALTH MANAGEMENT RESOURCES, LLCLarry Allen Kuyper — LIFEPLAN FINANCIAL, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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