LIFESPAN FINANCIAL STRATEGIES, INC.
CRD #119800 SEC #801-128580 WESTON, FL 954-385-7812
SEC Registered
Total AUM
$304.8M
Discretionary
$0
Employees
6
Clients
251
Accounts
1,061
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORMAN, SHERWOOD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, SHERWOOD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORMAN, LAURA, WALSH | I | PRESIDENT | E | Control |
| FORMAN, LAURA, WALSH | I | PRESIDENT | E | Control |
| FORMAN, LAURA, WALSH | I | PRESIDENT | E | Control |
| WALSH, LAURA, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WALSH, LAURA, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WALSH, LAURA, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WALSH, LAURA, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
| WALSH, LAURA, ANNE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Aug 19, 2025 REGISTERED
Notice Filings (6)
FL GA NC NH TN TX
Address
1655 NORTH COMMERCE PARKWAYSUITE 203
WESTON, FL 33326
United States
Phone: 954-385-7812