Lifeplan Financial, LLC
● SEC registered since 2024CRD 136981SEC# 801-131454Mankato, MN
Reg. AUM
$141M
Employees
7
Accounts
521
Location
Mankato, MN
Lifeplan Financial, LLC assets under management
Lifeplan Financial, LLC is an investment advisory firm registered with the SEC based in Mankato, MN. The firm has been registered since 2024. It reports $141 million in regulatory assets under management and employs 7 people.
Lifeplan Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Larry Allen Kuyper Control | Vice President, Secretary & Chief Compliance Officer | Under 5% | 2020 |
| William Sean David Jamison Control | Member, President & Treasurer | Over 75% | 2020 |
Frequently asked questions
How much does Lifeplan Financial, LLC manage?
Lifeplan Financial, LLC reports $141 million in regulatory assets under management on its Form ADV.
How many employees does Lifeplan Financial, LLC have?
Lifeplan Financial, LLC reports 7 employees.
Where is Lifeplan Financial, LLC located?
Lifeplan Financial, LLC is based in Mankato, MN and has been SEC-registered since 2024.
Does Lifeplan Financial, LLC disclose fund performance?
Lifeplan Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 226 N. Broad Street, Mankato, MN 56001 |
| Phone | 507-625-3507 |
| Fax | 507-385-7871 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$141Mregulatory AUM
Discretionary $136.5MNon-discretionary $4.5M