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William Sean David Jamison

Lifeplan Financial, LLC

Mankato, MN

CRD 6267620

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Employer firm

Lifeplan Financial, LLC CRD 136981

$141M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Lifeplan Financial, Llc

226 N. Broad Street, Mankato, MN 56001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-27
MN RA APPROVED 2014-01-02
  • TX RA
    APPROVED_RES
    Since 2022-10-27
  • MN RA
    APPROVED
    Since 2014-01-02

Branch Locations

226 N. Broad Street, Mankato, MN 56001 • 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
Lifeplan Financial, Llc Mankato MN 07/2011 09/2017
Lifeplan Financial, Llc Mankato MN 10/2017 12/2019
Lifeplan Financial, Llc Mankato MN 01/2020 Present
Designations
  • Certified Financial Planner
Other Names
  • William Sean David Jamison

View on SEC IAPD

Nearby Firms

FORTIS GROUP ADVISORS LLC
ASCENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BLAKE EVERETT HAHN
DERRICK GIRARD
BENJAMIN ROBERT BERNARD

Nearby Offices

FORTIS GROUP ADVISORS LLC · Mankato, MN
ASCENT ADVISORS · MANKATO, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · MANKATO, MN

More in Mankato, MN

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