Lifeplan Financial, LLC

RIASEC Registered

Total AUM

$141M

Discretionary

$137M

97% of AUM

Avg account

$271K

Accounts

521

Employees

7

Advisory reps

2

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

FINTRX

Overview

Lifeplan Financial, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm is SEC-registered (registered in 2024) and offers financial planning and discretionary portfolio management for individuals and small businesses. Its billing model combines a percentage-of-AUM fee with hourly charges, and ownership is held by an individual principal. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds54%
Exchange Traded Equities40%
Cash & Cash Equivalents3%
Other2%
Non-Exchange Traded Equities1%

Contacts

2 of 2

William Jamison
Owner, PresidentCRD 6267620
Larry Kuyper
Managing PartnerCRD 1018555

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 35

Active vs passive

$136M in ETFs

Passive

100%

$136M

Active

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	$11.1M	88,923	8.17%

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Primary office

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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