Stephen G Sanders
Investment adviser representative at Life Planning Partners, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$354MFirm assets
Are you Stephen G Sanders? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Life Planning Partners, Inc.Oct 2025 to now
- Edward JonesJul 2022 to Sep 2025
- Bank of America Na/merrill LynchNov 2009 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Life Planning Partners, Inc.
$354MAssets managed
111Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4896668
- Firm CRD
- 129338