Lifeplan Financial, LLC

Lifeplan Financial, LLC (CRD# 136981) is a financial advisory firm headquartered in Mankato, MN. They manage $109,879,948 in 533 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
226 N. Broad Street, Mankato, MN 56001
http://www.lifeplan-financial.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $206,154
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Lifeplan Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Jamison, financial advisor Mankato MN
William S. Jamison
CRD#: 6267620
226 N. Broad Street, Mankato, MN 56001

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.

2
Christopher Klein, financial advisor Mankato MN
Christopher T. Klein
CRD#: 4705193
226 N. Broad Street, Mankato, MN 56001

Christopher Klein (CRD# 4705193) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 20 years of experience in the finance industry.

3
Larry Kuyper, financial advisor Mankato MN
Larry A. Kuyper
CRD#: 1018555
226 N. Broad Street, Mankato, MN 56001

Larry Kuyper (CRD# 1018555) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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