Unclaimed Profile

Dana Lee Hypes

LIFEPLAN FINANCIAL GROUP, INC.·MIAMISBURG, Ohio

Clean recordLIFEPLAN 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dana Lee Hypes is a registered financial advisor based in MIAMISBURG, Ohio, affiliated with LIFEPLAN FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Dana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dana is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LIFEPLAN FINANCIAL GROUP, INC.

AUM

$368M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIFEPLAN FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1238257

Firm CRD# 121376

View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMISBURG?

Browse all registered financial advisors in MIAMISBURG, Ohio or claim this profile if it's yours.

Browse MIAMISBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dana Lee Hypes offer?

Dana Lee Hypes specializes in Financial Planning, Investment Management. Contact their office in MIAMISBURG, Ohio for a consultation.

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, working with LIFEPLAN FINANCIAL GROUP, INC.. Their office serves clients in the MIAMISBURG metropolitan area and surrounding communities.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →