Lifeplan Financial Group, Inc.

Lifeplan Financial Group, Inc. (CRD# 121376) is a financial advisory firm headquartered in Miamisburg, OH. They manage $258,053,332 in 1,817 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • 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
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.

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

Financial Advisors at Lifeplan Financial Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Christopher J. Buck
CRD#: 2625902
10050 Innovation Drive, Suite 140, Dayton, OH 45342
96
Wealthminder
score

Christopher Buck (CRD# 2625902) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 17 years of experience in the finance industry. Christopher Buck 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.

2
Dana L. Hypes
CRD#: 1238257
10050 Innovation Drive, Suite 140, Dayton, OH 45342
96
Wealthminder
score

Dana Hypes (CRD# 1238257) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 27 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.

3
Tyrone C. Phillippi
CRD#: 2286509
10050 Innovation Drive, Suite 140, Dayton, OH 45342
96
Wealthminder
score

Tyrone Phillippi (CRD# 2286509) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 22 years of experience in the finance industry. Tyrone Phillippi 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.

4
Nicholas M. Stebner
CRD#: 5944361
10050 Innovation Drive, Suite 140, Dayton, OH 45342
90
Wealthminder
score

Nicholas Stebner (CRD# 5944361) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Nicholas Stebner 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.

5
Kameron T. Smith
CRD#: 6103216
10050 Innovation Drive, Suite 140, Dayton, OH 45342
88
Wealthminder
score

Kameron Smith (CRD# 6103216) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 3 years of experience in the finance industry.

6
Joshua M. Johnson
CRD#: 2352341
10050 Innovation Dr., Suite 140, Dayton, OH 45342
84
Wealthminder
score

Joshua Johnson (CRD# 2352341) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 19 years of experience in the finance industry. Joshua Johnson 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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