DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner19 years in industry

KEVIN SCOTT RADEMACHER

Advisor at LIFETIME FINANCIAL PLANNERS LLC

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fcd0c7a-27d5-8027-e595-dd5479036708

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFETIME FINANCIAL PLANNERS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 14, 2009
First registration: Jan 18, 2007
Dual registered: no
IAPD individual key: 5278001

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFETIME FINANCIAL PLANNERS LLC	State registered	Nov 6, 2023	n/a	yes	SAN ANTONIO, TX	Current employment
FINANCIAL LIFE ADVISORS	Independent wealth	Oct 2, 2018	Aug 17, 2023	no	SAN ANTONIO, TX	Previous registration
TPB WEALTH ADVISORS, LLC	Former SEC adviser	Apr 6, 2018	Jul 16, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 18, 2007	May 20, 2013	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL LIFE ADVISORS	LIFETIME FINANCIAL PLANNERS LLC	Aug 17, 2023	Nov 6, 2023	81	Firm change	RIA to state RIA
TPB WEALTH ADVISORS, LLC	FINANCIAL LIFE ADVISORS	Jul 16, 2018	Oct 2, 2018	78	Firm change	RIA to RIA
USAA FINANCIAL PLANNING SERVICES	TPB WEALTH ADVISORS, LLC	May 20, 2013	Apr 6, 2018	1,782	Firm change after gap	Other

Relationships

Registered with (4)

→ LIFETIME FINANCIAL PLANNERS LLCRegistered adviserregistration: current employment
Nov 6, 2023 to presentfactForm ADV
→ FINANCIAL LIFE ADVISORSRegistered adviserregistration: previous registration
Oct 2, 2018 to Aug 17, 2023factForm ADV
→ TPB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 6, 2018 to Jul 16, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 18, 2007 to May 20, 2013factForm ADV

Dated events

Occurred
Aug 17, 2023
Advisor changed firm
Kevin Scott Rademacher left Financial Life Advisors for Lifetime Financial Planners Llc (registered 2023-11-06)
Form ADVobserved 4 days ago