William Jamison has been Member, President & Treasurer of LifePlan Financial since January 2020, is a control person of the firm and directly owns 75% or more of it. William Jamison holds a B.A. in Business Marketing from Bethel University.
Lifeplan Financial, LLC is a Mankato, MN firm with $141M under management, 255 clients and 2 advisers across 2 offices, as of its February 2026 filing.
W. Sean Jamison leads the financial planning platform at LifePlan Financial. He joined the firm in 2011 with a focus on planning for clients approaching and enjoying retirement. Before joining LifePlan Financial, he worked as an Account Executive for an energy consulting firm, where he specialized in forecasting and risk management.
- Lifeplan Financial, LLCCurrent– present · 12 yearsMankato, MN · Adviser representative · Firm CRD 136981
Professional designations
Listed by LifePlan Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Jamison is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2014; the most recent is Texas, in October 2022.
- MinnesotaSince 2 January 2014
- TexasResidentSince 27 October 2022
Examinations
No examinations are on William Jamison’s record.
- Full name
- William Sean David Jamison
- CRD
- 6267620
- Firm
- LifePlan Financial · CRD 136981
- Role
- Member, President & Treasurer
- Office
- 226 N. BROAD STREET, Mankato, MN 56001
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeplan-financial.com
Where does William Jamison work?
William Jamison has been Member, President & Treasurer of Lifeplan Financial, LLC since January 2020, and is a control person of the firm.
Is William Jamison a financial advisor?
Yes. William Jamison has a current investment-adviser registration in Minnesota and Texas, through LifePlan Financial since January 2014.
How many years of experience does William Jamison have?
William Jamison has 12 years in the financial industry, since January 2014, across 1 adviser firm.
Where is William Jamison based?
William Jamison’s registered office is in Mankato, MN.
Is William Jamison registered with FINRA?
No. William Jamison has no current broker registration.
Is William Jamison a CFP?
LifePlan Financial lists William Jamison with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: W. Sean Jamison, CFP® biography, lifeplan-financial.com
How can I verify William Jamison’s record?
Search CRD 6267620 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Jamison’s full registration record.