LIFEPLAN FINANCIAL GROUP, INC.

MIAMISBURG, Ohio·2 registered advisors·CRD# 121376
SEC# 801-633050937-438-8000
01

Firm Overview

AUM
$368M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIFEPLAN FINANCIAL GROUP, INC.

2 registered advisors
Christopher Jay Buck
MIAMISBURG, Ohio
Dana Lee Hypes
MIAMISBURG, Ohio
05

Office Locations

MIAMISBURG, Ohio
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. LIFEPLAN FINANCIAL GROUP, INC. (CRD# 121376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.