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).
Current Firm Details
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts261ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Lifegoals Financial Group
1
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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