Lifeplan Advisory Services, LLC

Lifeplan Advisory Services, LLC (CRD# 166307) is a financial advisory firm headquartered in Okemos, MI. They manage $11,500,000 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $49,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Lifeplan Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael B. Douglas
CRD#: 6592044
3768 Cleary Drive, Howell, MI 48843
89
Wealthminder
score

Michael Douglas (CRD# 6592044) is an Investment Advisor Representative working at Lifeplan Advisory Services, LLC in Howell, MI and has over 3 years of experience in the finance industry.

2
Bruce D. Vanhal
CRD#: 1038997
2190 Commons Parkway, Okemos, MI 48864
83
Wealthminder
score

Bruce Vanhal (CRD# 1038997) is an Investment Advisor Representative working at Lifeplan Advisory Services, LLC in Okemos, MI and has over 29 years of experience in the finance industry.

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