Francis St Amand

Employer firm

The Life Wealth Group CRD 332978

$491M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 06/2019
  Wells Fargo Bank, Na
  Danbury, CT
• 04/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Danbury, CT
• 11/2016 → 08/2020
  Wells Fargo Clearing Services, Llc
  Danbury, CT
• 08/2020 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Kisco, NY
• 08/2020 → 02/2021
  Bank Of America, N.A.
  Mount Kisco, NY
• 06/2019 → 08/2020
  Wells Fargo Clearing Services, Llc
  Woodbury, CT
• 03/2021 → 04/2022
  Wells Fargo Clearing Services, Llc
  North Haven, CT
• 02/2021 → 04/2022
  Wells Fargo Bank, Na
  North Haven, CT
• 04/2022 → 12/2025
  Ameriprise Financial Services, Llc
  New Milford,, CT
• 12/2025 → 07/2026
  Webster Bank
  New Milford, CT
• 12/2025 → 07/2026
  Lpl Financial
  New Milford, CT
• 07/2026 → Present
  Significant Wealth Management Inc. Dba The Lifewealth Group
  Winter Garden, FL
• 07/2026 → Present
  Lifewealth Investment, Llc
  Winter Garden, FL
• 07/2026 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2025-12-12 → 2026-07-14
  Lpl Financial Llc
  New Milford, CT
• 2022-05-26 → 2025-12-15
  Ameriprise Financial Services, Llc
  New Milford, CT
  Minneapolis, MN
  New York, NY
  Greenwich, CT
  New Milford, CT
• 2021-03-22 → 2022-04-21
  Wells Fargo Clearing Services, Llc
  Melville, NY
  North Haven, CT
• 2020-09-18 → 2021-02-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Armonk, NY
  Mount Kisco, NY
• 2016-07-08 → 2020-08-31
  Wells Fargo Clearing Services, Llc
  Danbury, CT
  Purchase, NY
  Bethel, CT
  Bethel, CT
  Woodbury, CT

Other Businesses

1.) Name: Significant Wealth Management Inc. DBA The LifeWealth Group; Investment Related: Yes; Address: 270 W. Plant St., Ste. 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, Wealth Management, Investment Advice; Position: Financial Advisor; Hours Per Week: 40 Hours 2.) Name: LifeWealth Investments, LLC; Investment Related: Yes; Address: 270 W. Plant St., Ste. 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, Wealth Management, Investment Advice and Insurance Sales; Position: Investment Advisor Representative; Hours Per Week: 40 Hours 3.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-08
• S63 Uniform Securities Agent State Law Examination
  2016-06-15

Other Names

• Francis St-Amand
• Frank St-Amand
• Francis St. Amand
• Francis St Amand
• Frank St Amand
• Frank St. Amand
• Francis Michael St-Amand
• Francis M St-Amand
• Francis Michael St Amand