Kevin S. Rademacher

LIFETIME FINANCIAL PLANNERS

SAN ANTONIO, TX 78258

CRD#: 5278001

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Professional summary

Kevin Scott Rademacher, CFP® is a registered financial advisor currently at LIFETIME FINANCIAL PLANNERS LLC located in San Antonio, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Core Areas of Focus

High Net Worth Client Needs

Insurance Related Issues

Investment Advice with Ongoing Management

Real Estate Investments

Retirement Planning & Distribution Rules

Tax Planning

Question & Answer

What are your service offerings?

Estate Planning

Life Transitions

Tax Planning

Comprehensive Financial Planni...

Retirement Income Management

Inheritance

Retirement Planning

Small Business Planning

Investment Planning

Insurance Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Scott Rademacher's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 6, 2023 - Present

LIFETIME FINANCIAL PLANNERS LLC

Office #1: 18911 Hardy Oak Blvd Suite 226, San Antonio, TX 78258

RIA

CRD#: 328275

SAN ANTONIO, TX

Past

October 2, 2018 - August 17, 2023

FINANCIAL LIFE ADVISORS

RIA

CRD#: 128502

SAN ANTONIO, TX

Past

April 6, 2018 - July 16, 2018

TPB WEALTH ADVISORS, LLC

RIA

CRD#: 150508

SAN ANTONIO, TX

Past

March 24, 2009 - May 20, 2013

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

January 18, 2007 - May 20, 2013

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2009

General Securities Representative Examination

Current Firm

LIFETIME FINANCIAL PLANNERS LLC

LIFETIME FINANCIAL PLANNERS | LIFETIME FINANCIAL PLANNERS LLC

CRD#: 328275 / SEC#:

Texas

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

18911 Hardy Oak Blvd Suite 226, San Antonio, TX 78258

Mailing Address

Phone number

(512) 400-9211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 15,412,017

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Kevin S. Rademacher

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Scott Rademacher's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME FINANCIAL PLANNERS LLC

FINANCIAL LIFE ADVISORS

TPB WEALTH ADVISORS, LLC

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2009

Series 7

Date: 3/23/2009

Current Firm

LIFETIME FINANCIAL PLANNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFETIME FINANCIAL PLANNERS LLC

TRUST BUT VERIFY

Contact information

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