Lifespan Financial Strategies, Inc.

Lifespan Financial Strategies, Inc. (CRD# 119800) is a financial advisory firm headquartered in Weston, FL. They manage $262,726,150 in 1,009 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1655 North Commerce Parkway, Suite 203, Weston, FL 33326
https://www.facebook.com/lifespanfinancialstrategies/
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $260,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, TN, TX

Financial Advisors at Lifespan Financial Strategies, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sherwood Forman, financial advisor Weston FL
Sherwood C. Forman
CRD#: 6393632
1655 North Commerce Parkway, Suite 203, Weston, FL 33326

Sherwood Forman (CRD# 6393632) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 6 years of experience in the finance industry.

2
Mary Hersey, financial advisor Macomb MI
Mary L. Hersey
CRD#: 2261218
Macomb, MI

Mary Hersey (CRD# 2261218) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Macomb, MI and has over 31 years of experience in the finance industry.

3
Laura Walsh, financial advisor Weston FL
Laura A. Walsh
CRD#: 2792453
1655 North Commerce Parkway, Suite 203, Weston, FL 33326

Laura Walsh (CRD# 2792453) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 27 years of experience in the finance industry.

4
Raquel Forman, financial advisor Weston FL
Raquel Forman
CRD#: 7437570
1655 North Commerce Parkway, Suite 203, Weston, FL 33326

Raquel Forman (CRD# 7437570) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has 1 year 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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