Lifeplan Financial, LLC

Lifeplan Financial, LLC (CRD# 136981) is a financial advisory firm headquartered in Mankato, MN. They manage $67,710,283 in 536 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $126,325
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
  • 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.

MN

Financial Advisors at Lifeplan Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Larry A. Kuyper
CRD#: 1018555
226 N. Broad Street, Mankato, MN 56001
96
Wealthminder
score

Larry Kuyper (CRD# 1018555) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 34 years of experience in the finance industry.

2
Stephen J. Buege
CRD#: 2289692
226 N. Broad Street, Mankato, MN 56001
93
Wealthminder
score

Stephen Buege (CRD# 2289692) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 23 years of experience in the finance industry.

3
Christopher T. Klein
CRD#: 4705193
226 N. Broad Street, Mankato, MN 56001
93
Wealthminder
score

Christopher Klein (CRD# 4705193) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 13 years of experience in the finance industry.

4
William S. Jamison
CRD#: 6267620
226 N. Broad Street, Mankato, MN 56001
75
Wealthminder
score

William Jamison (CRD# 6267620) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has 1 year of experience in the finance industry.

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