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Lifeplan Financial, LLC

● SEC registered since 2024CRD 136981SEC# 801-131454Mankato, MN
Export (members)
Reg. AUM
$122.3M
Employees
7
Accounts
517
Location
Mankato, MN

Lifeplan Financial, LLC assets under management

Lifeplan Financial, LLC is an investment advisory firm registered with the SEC based in Mankato, MN. The firm has been registered since 2024. It reports $122.3 million in regulatory assets under management and employs 7 people.
www.lifeplan-financial.comView on SEC.gov ↗

Lifeplan Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Larry Allen Kuyper ControlVice President, Secretary & Chief Compliance OfficerUnder 5%2020
William Sean David Jamison ControlMember, President & TreasurerOver 75%2020

Frequently asked questions

How much does Lifeplan Financial, LLC manage?

Lifeplan Financial, LLC reports $122.3 million in regulatory assets under management on its Form ADV.

How many employees does Lifeplan Financial, LLC have?

Lifeplan Financial, LLC reports 7 employees.

Where is Lifeplan Financial, LLC located?

Lifeplan Financial, LLC is based in Mankato, MN and has been SEC-registered since 2024.

Does Lifeplan Financial, LLC disclose fund performance?

Lifeplan Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address226 N. Broad Street, Mankato, MN 56001
Phone507-625-3507
Fax507-385-7871
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.7M
Non-discretionary$3.6M
Total (RAUM)$122.3M