LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

LIFE PLAN FINANCIAL ADVISORY GROUP, LLC
ROCHESTER HILLS, Michigan·2 registered advisors·CRD# 131396
SEC# 801-1133430248-299-4300
01

Firm Overview

AUM
$157M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

2 registered advisors
Catherine S. Gearig
ROCHESTER HILLS, Michigan
Keith Allen Barr
ROCHESTER HILLS, Michigan
05

Office Locations

ROCHESTER HILLS, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. LIFEPLAN FINANCIAL ADVISORY GROUP, LLC (CRD# 131396) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.