William Jamison (CRD# 6267620) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has 1 year of experience in the finance industry. William Jamison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifeplan Financial, LLC | Mankato, MN | Jan 2020 - Current | 4 |
| Lifeplan Financial, LLC | Mankato, MN | Oct 2017 - Dec 2019 | 2 |
| Lifeplan Financial, LLC | Mankato, MN | Jul 2011 - Sep 2017 | 6 |
- MN
- TX
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts533ACCOUNTS
-
Average Account Value$206,154
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MN, TX
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