Home
›
Firms
›
LIFEPLAN FINANCIAL, LLC
LIFEPLAN FINANCIAL, LLC
MANKATO, Minnesota
·
3 registered advisors
·
CRD# 136981
SEC# 801-131454
1
507-625-3507
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING AND CONSULTING
03
Specialties
Financial Planning
Investment Management
04
Advisors at LIFEPLAN FINANCIAL, LLC
3 registered advisors
Larry Allen Kuyper
MANKATO, Minnesota
CRD# 1018555
Stephen John Buege
MANKATO, Minnesota
CRD# 2289692
William Sean David Jamison
MANKATO, Minnesota
CRD# 6267620
05
Office Locations
MANKATO, Minnesota
3 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, LLC (CRD# 136981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.