Thoughtful Financial Planning, LLC

Thoughtful Financial Planning, LLC (CRD# 171525) is a financial advisory firm headquartered in Minneapolis, MN. They manage $4,767,915 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
314 Clifton Avenue, Suite 105, Minneapolis, MN 55403
http://thoughtfulfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $69,100
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.

MN

Financial Advisors at Thoughtful Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Lapean, financial advisor Minneapolis MN
Timothy J. Lapean
CRD#: 2882648
314 Clifton Avenue, Suite 105, Minneapolis, MN 55403

Timothy Lapean (CRD# 2882648) is an Investment Advisor Representative working at Thoughtful Financial Planning, LLC in Minneapolis, MN and has over 21 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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