Life's Sanctuary Financial Planning, LLC

Life's Sanctuary Financial Planning, LLC (CRD# 309677) is a financial advisory firm headquartered in Somers, WI. They manage $2,233,445 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7621 12th Street, #171, Somers, WI 53171
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $372,241
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Life's Sanctuary Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Kaufmann, financial advisor Kenosha WI
William M. Kaufmann
CRD#: 7295249
Kenosha, WI

William Kaufmann (CRD# 7295249) is an Investment Advisor Representative working at Life's Sanctuary Financial Planning, LLC in Kenosha, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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