LIFEPLAN FINANCIAL, LLC

LIFEPLAN FINANCIAL, LLC is an SEC-registered investment adviser in MANKATO, MN, registered since 2024. The firm manages $141 million in assets, $137 million on...

LIFEPLAN FINANCIAL, LLC

LIFEPLAN FINANCIAL, LLC is an SEC-registered investment adviser in MANKATO, MN, registered since 2024. The firm manages $141 million in assets, $137 million on a discretionary basis. It has 7 employees and 2 investment advisers.

Website

lifeplanfinancial.net

linkedin.com/company/lifeplan-financial-llc

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

What is LIFEPLAN FINANCIAL, LLC?

LIFEPLAN FINANCIAL, LLC is a asset manager based in United States.

Where is LIFEPLAN FINANCIAL, LLC headquartered?

LIFEPLAN FINANCIAL, LLC is headquartered in United States, in the North America region.

What does Altss track for LIFEPLAN FINANCIAL, LLC?

Altss maintains an OSINT-verified profile of LIFEPLAN FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is LIFEPLAN FINANCIAL, LLC's website?

LIFEPLAN FINANCIAL, LLC's public website is lifeplanfinancial.net. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is LIFEPLAN FINANCIAL, LLC?

LIFEPLAN FINANCIAL, LLC is classified by Altss as a Asset Manager, operating from United States within the North America region.

How does Altss source intelligence on LIFEPLAN FINANCIAL, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was LIFEPLAN FINANCIAL, LLC's Altss profile last updated?

LIFEPLAN FINANCIAL, LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.