Adviser Profile
| As of Date | 11/14/2024 |
| Registration status | Registration Changed to LIFEPLAN FINANCIAL, LLC |
| ADV Location | MANKATO, MN, United States |
| Contact Info | 507 xxxxxxx |
| Websites |
| AUM* | 125,184,045 14% |
| of that, discretionary | 121,964,271 14% |
| Number of Employees | 7 133% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 234,867 14% |
| % High Net Worth | 20.82% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds