Lifeplan Financial, LLC
Lifeplan Financial, LLC (CRD# 136981) is a financial advisory firm headquartered in Mankato, MN. They manage $109,879,948 in 533 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management110MILLION
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Total Number of Accounts533ACCOUNTS
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Average Account Value$206,154
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MN, TX
William Jamison (CRD# 6267620) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has 1 year of experience in the finance industry.
Christopher Klein (CRD# 4705193) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 20 years of experience in the finance industry.
Larry Kuyper (CRD# 1018555) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 41 years of experience in the finance industry.