# LIFEPLAN FINANCIAL, LLC

LIFEPLAN FINANCIAL, LLC is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://lifeplanfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/lifeplan-financial-llc

## Regulatory record

- **CRD number:** 136981
- **SEC file number:** 801-131454
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136981

## About

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.

## Related profiles

- [Cypress Coast Investments](https://altss.com/profile/cypress-coast-investments)
- [Sheffield Asset Management](https://altss.com/profile/sheffield-asset-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lifeplan-financial-llc

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