Best Investors Account Sign in
Inactive

William Michael Kaufmann

Life'S Sanctuary Financial Planning, LLC

Kenosha, WI

Claim This Profile
Current Employers
Life'S Sanctuary Financial Planning, Llc

Kenosha, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Kenosha, WI • 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
Genentech, Inc South San Francisco CA 01/2004 09/2020
Life's Sanctuary Financial Planning, Llc Kenosha WI 05/2020 Present
Eisai, Inc Nutley NJ 10/2021 03/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-19
  • S65 Uniform Investment Adviser Law Examination
    2020-10-19

View on SEC IAPD

More in Kenosha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor