Lifeplan Financial, LLC
Firm details
- Headquarters
- Mankato, Minnesota
- CRD number
- 136981
- Registered since
- November 12, 2024
- Website
- lifeplan-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.32%
- Individuals36.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lifeplan Financial, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual principal. Its fee model combines a percentage of assets under management with hourly billing for certain services. Lifeplan does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser; it does not operate as a capital allocator or a related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities40%
- Cash & Cash Equivalents3%
- Other2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2
Larry Kuyper
Managing PartnerCRD 1018555
William Jamison
Owner, PresidentCRD 6267620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$134M in ETFs
100%
$134M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $10.8M | 90,592 | 8.02% |
Location
Mankato, MN
Blue Earth
Location
Mankato, MN
Headquartered in Mankato, MN, anchoring the Mankato-New Ulm, MN metro in the Midwest.
- Metro area
- Mankato-New Ulm, MN
- Region
- Midwest
- County
- Blue Earth
- Address
- 226 N Broad St
- Time zone
- CT (UTC-6)
- Office locations
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