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LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC
CRD 129917
109 EAST MAIN ST., SUITE 328, LANCASTER, OH, 43130, United States
Phone
740-653-6339
Fax
740-422-1731
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $0 |
All web addresses on file
Official SEC filing: View on IAPD