William Sean david Jamison
Investment adviser representative at Lifeplan Financial, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$141MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Lifeplan Financial, LLCJan 2020 to now
- Lifeplan Financial, LLCOct 2017 to Dec 2019
- Lifeplan Financial, LLCJul 2011 to Sep 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Lifeplan Financial, LLC
$141MAssets managed
255Clients
2Advisers
1 yearIn 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
- 6267620
- Firm CRD
- 136981