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ONE LIFE FINANCIAL GROUP, INC.
CRD 281792 · SEC 801-136206
MN, United States
Phone
763-251-8040
Fax
612-395-5489
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.0M
Discretionary AUM
$118.0M
Team
6 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $31.1M |
| High net worth individuals | 64 | $86.9M |
States served
MN, SC, TX
All web addresses on file
Official SEC filing: View on IAPD