Be advised. This firm is no longer registered.

Lifeplan Financial Group, Inc.

Lifeplan Financial Group, Inc. (CRD# 121376) is a financial advisory firm headquartered in Miamisburg, OH. They manage $367,826,168 in 1,880 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    1,880
    ACCOUNTS
  • Average Account Value
    $195,652
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lifeplan Financial Group, Inc.
No Advisor Found.
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