Unclaimed Profile

Christopher Jay Buck

LIFEPLAN FINANCIAL GROUP, INC.·MIAMISBURG, Ohio

Series 7, Series 63Clean record26 years registeredLIFEPLAN FINANCIAL GROUP, INC.

10050 INNOVATION DRIVE, MIAMISBURG, OH 45342CRD# 2625902Firm CRD# 121376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Jay Buck · MIAMISBURG, OH

Registration

CRD #2625902 · LIFEPLAN FINANCIAL GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

MCKINLEY CARTER WEALTH SERVICES, INC.

Sep 2020 – present

LIFEPLAN FINANCIAL GROUP, INC.

Jun 2011 – Dec 2020

DAYTON, OH

LIFEPLAN FINANCIAL GROUP, INC.

Dec 1999 – Jan 2005

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 7, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEPLAN FINANCIAL GROUP, INC.

CRD 121376 · SEC 801-63305

AUM

$368M

Regulatory assets under management

Employees

1,880 client accounts

Services offered by LIFEPLAN FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEPLAN FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Christopher Jay Buck offer?

Christopher Jay Buck specializes in Financial Planning, Investment Management. Contact their office in MIAMISBURG, Ohio for a consultation.

What are Christopher Jay Buck's credentials?

Christopher Jay Buck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Jay Buck located?

Christopher Jay Buck is based in MIAMISBURG, Ohio, working with LIFEPLAN FINANCIAL GROUP, INC.. Their office serves clients in the MIAMISBURG metropolitan area and surrounding communities.

How does Christopher Jay Buck charge for services?

Christopher Jay Buck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFEPLAN FINANCIAL GROUP, INC.?

LIFEPLAN FINANCIAL GROUP, INC. has approximately 7 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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