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Dana Lee Hypes

LIFEPLAN FINANCIAL GROUP, INC.·MIAMISBURG, Ohio
Unclaimed Profile
10050 INNOVATION DRIVE, MIAMISBURG, OH 45342CRD# 1238257Firm CRD# 121376
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIFEPLAN FINANCIAL GROUP, INC.
LIFEPLAN FINANCIAL GROUP, INC.
AUM
$368M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LIFEPLAN FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1238257
Firm CRD# 121376
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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