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LIFEPLAN FINANCIAL, LLC

MANKATO, MN · CRD 136981 · IAPD ↗ · lifeplan-financial.com · 507-625-3507

$141.0MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — LIFEPLAN FINANCIAL, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — LIFEPLAN FINANCIAL, LLC (MANKATO, MN) is newly SEC-registered with $125.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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