← Back to searchVisit website
LIFEPLAN FINANCIAL, LLC
CRD 136981 · SEC 801-131454
226 N. BROAD STREET, MANKATO, MN, 56001, United States
Phone
507-625-3507
Fax
507-385-7871
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.0M
Discretionary AUM
$136.5M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $51.7M |
| High net worth individuals | 63 | $89.3M |
States served
MN, NE, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD