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 organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis and for some work on an hourly basis. Lifeplan is not positioned as a capital allocator, is not an active ESG investor, and does not list pension consulting or related-adviser activities among its services. The adviser registered with the SEC in 2024 and is owner-operated. Its stated advisory focus centers on traditional planning and portfolio management rather than institutional or multi-state consulting lines.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2LARRY 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
$131M in ETFs
100%
$131M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $11.9M | 135,456 | 9.08% |
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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