Sherwood Charles Forman
Investment Adviser Representative at Lifespan Financial Strategies, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sherwood Charles Forman is an investment adviser representative with Lifespan Financial Strategies, Inc. in Weston, FL, where they have been registered since 2018. They have worked in the securities industry since 2017 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lifespan Financial Strategies, Inc.Sep 2014 – Feb 2018Weston, FL
- LPL Financial LLCJul 2017 – Dec 2020Weston, FL
- Lifespan Financial Strategies, Inc.Feb 2018 – no end date reportedWeston, FL
- Lifespan Financial Strategies, Inc.Dec 2024 – no end date reportedWeston, FL
- Lifespan Financial Strategies, Inc.Jan 2026 – no end date reportedWeston, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifespan Financial Strategies, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- First $100,0001.10%
- Next $400,0001.00%
- Next $500,0000.90%
- Next $4,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning including investment planning, tax planning, retirement planning, estate planning, Florida Retirement System (FRS) and Florida DROP System guidance, cash flow management, income distribution strategies, Social Security maximization, beneficiary planning, and employee benefits.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Weston, FL
- Founded:
- 1997
- SEC file number:
- 801-128580
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Lifespan Financial Strategies, Inc.
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sherwood Charles Forman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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