Dana Hypes, financial advisor Dayton OH
96 score

Dana Hypes

CRD Number: 1238257
Current Firm: Lifeplan Financial Group, Inc.

Dana Hypes (CRD# 1238257) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 26 years of experience in the finance industry. Dana Hypes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lifeplan Financial Group, Inc. Centerville, OH Sep 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
Contact Info for Dana L. Hypes
Phone Number: 937-438-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    258
    MILLIONS
  • Total Number of Accounts
    1,817
    ACCOUNTS
  • Average Account Value
    $142,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, GA, IN, KY, LA, NC, NE, OH, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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