Skip to content
LF
Asset ManagerRIA · CRD 136981SEC-Registered

Updated:

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...

Overview

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.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles