LIFEPLAN FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$141,037,349
Discretionary
$136,537,949
Non-discretionary
$4,499,400
Firm details
- CRD number
- 136981
- SEC file number
- 801-131454
- Main office
- MANKATO, MN, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.