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LFA

ST. CLOUD, MN · CRD 114674 · IAPD ↗ · lfapartnership.com · 320-253-2490

$351.5MRegulatory AUM
7Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — LFA reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.