Best Investors Account Sign in
Inactive

Kevin Scott Rademacher

Lifetime Financial Planners LLC

San Antonio, TX

CRD 5278001

Claim This Profile
Employer firm

Lifetime Financial Planners LLC CRD 328275

$15.4M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Lifetime Financial Planners Llc

18911 Hardy Oak Blvd Suite 226, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-06
  • TX RA
    APPROVED
    Since 2023-11-06

Branch Locations

18911 Hardy Oak Blvd Suite 226, San Antonio, TX 78258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Broadway Bank Wealth Management San Antonio TX 03/2015 03/2018
The Bank Of San Antonio Wealth Advisors San Antonio TX 04/2018 07/2018
Financial Life Advisors San Antonio TX 10/2018 08/2023
Lifetime Financial Planners Llc San Antonio TX 09/2023 Present
  • 03/2015 → 03/2018
    Broadway Bank Wealth Management
    San Antonio, TX
  • 04/2018 → 07/2018
    The Bank Of San Antonio Wealth Advisors
    San Antonio, TX
  • 10/2018 → 08/2023
    San Antonio, TX
  • 09/2023 → Present
    San Antonio, TX
Previous Registrations
  • 2018-10-02 → 2023-08-17
    San Antonio, TX
  • 2018-04-06 → 2018-07-16
    Tpb Wealth Advisors, Llc
    San Antonio, TX
  • 2007-01-18 → 2013-05-20
    Usaa Financial Planning Services
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-14
  • S66 Uniform Combined State Law Examination
    2009-08-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor