Lifepoint Planning

Lifepoint Planning (CRD# 296911) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $62,093,331 in 206 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
41000 Woodward Ave, Ste 350 E, Bloomfield Hills, MI 48304
http://www.linkedin.com/in/dougoosterhart
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $301,424
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, LA, MI, TX

Financial Advisors at Lifepoint Planning
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Oosterhart, financial advisor Bloomfield Hills MI
Douglas A. Oosterhart
CRD#: 6194360
41000 Woodward Ave, Ste 350 E, Bloomfield Hills, MI 48304

Douglas Oosterhart (CRD# 6194360) is an Investment Advisor Representative working at Lifepoint Planning in Bloomfield Hills, MI and has over 10 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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