Advisor at LifePlan Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LifePlan Financial, LLC
Location
Mankato, MN 56001
Credentials
CFP®
Industry experience
12 years
William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.
Based on LifePlan Financial, LLC
$1 - $100,000: 1.95% $100,000.01 - $250,000: 1.70% $250,000.01 - $1,000,000: 1.45% $1,000,000.01 - $2,000,000: 1.20% $2,000,000.01+: 1.00%
$125 - $300 per hour, depending on complexity and individual conducting the work
Account minimum: $100,000
226 N. Broad Street
Mankato, MN 56001
Minnesota · Texas
LifePlan Financial, LLC
2020 - Present (6 years)
LifePlan Financial, LLC
2017 - 2019 (2 years)
LifePlan Financial, LLC
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mankato, MN
Legacy Retirement Advisors
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
Series 66
St. Peter, MN
The Sherwin Group
Series 65
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Actify Investor Retirements, LLC
Series 63, Series 65
Mankato, MN
Ascent Advisors
CFP®, Series 66
Mankato, MN
Ascent Advisors
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