Unclaimed Profile

Dana Lee Hypes

LIFEPLAN FINANCIAL GROUP, INC.·MIAMISBURG, Ohio

Series 7, Series 24, Series 63Clean record26 years registeredLIFEPLAN FINANCIAL GROUP, INC.

10050 INNOVATION DRIVE, MIAMISBURG, OH 45342CRD# 1238257Firm CRD# 121376

Profile Verification

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

Identity

Dana Lee Hypes · MIAMISBURG, OH

Registration

CRD #1238257 · LIFEPLAN FINANCIAL GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIFEPLAN FINANCIAL GROUP, INC.

MCKINLEY CARTER WEALTH SERVICES, INC.

Sep 2020 – Sep 2023

Miamisburg, OH

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 24

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 Dana Lee Hypes offer?

Dana Lee Hypes specializes in Financial Planning, Investment Management.

What are Dana Lee Hypes's credentials?

Dana Lee Hypes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Lee Hypes located?

Dana Lee Hypes is based in MIAMISBURG, Ohio, last registered with LIFEPLAN FINANCIAL GROUP, INC..

How does Dana Lee Hypes charge for services?

Dana Lee Hypes'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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