Lifeplan Financial, LLC
Lifeplan Financial, LLC is an SEC-registered mass-market adviser in Mankato, MN with $141.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lifeplan Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136981, SEC 801-131454, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $141.0M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Mankato, MN
- Employees
- 7
- Clients
- 255
- CRD
- 136981
- Ownership
- BUEGE, STEPHEN, JOHN; KUYPER, LARRY, ALLEN; JAMISON, WILLIAM, SEAN DAVID
How much AUM does Lifeplan Financial, LLC have?
Lifeplan Financial, LLC reported $141.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Lifeplan Financial, LLC?
Disclosed owners and executives of Lifeplan Financial, LLC include BUEGE, STEPHEN, JOHN, KUYPER, LARRY, ALLEN, JAMISON, WILLIAM, SEAN DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.