Lifegoals Financial Group

Lifegoals Financial Group (CRD# 130082) is a financial advisory firm headquartered in Owosso, MI. They manage $44,751,393 in 261 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $171,461
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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Lifegoals Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Zalokar
CRD#: 1625897
215 N Water St, Suite 129, Owosso, MI 48867

Robert Zalokar (CRD# 1625897) is an Investment Advisor Representative working at Lifegoals Financial Group in Owosso, MI and has over 37 years of experience in the finance industry.

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