LIFEPLAN FINANCIAL GROUP, INC.
CRD #121376 SEC #801-63305 MIAMISBURG, OH 937-438-8000
SEC Registered
Total AUM
$367.8M
Discretionary
$340.6M
Employees
7
Clients
--
Accounts
1,880
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 22, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| BUCK, CHRISTOPHER, JAY | I | VICE PRESIDENT | NA | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPPI, TYRONE, CONWAY | I | VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPPI, TYRONE, CONWAY | I | VICE-PRESIDENT | NA | Control |
| PHILLIPPI, TYRONE, CONWAY | I | VICE-PRESIDENT | NA | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CRAWFORD, MICHAEL | I | CO-FOUNDER/STRATEGIC ADVISOR | C | Control |
| CRAWFORD, MICHAEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CRAWFORD, MICHAEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CRAWFORD, MICHAEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HYPES, DANA, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HYPES, DANA, LEE | I | PRESIDENT | C | Control |
| HYPES, DANA, LEE | I | PRESIDENT | C | Control |
| HYPES, DANA, LEE | I | PRESIDENT | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
| PHILLIPPI, TYRONE, CONWAY | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jun 22, 2020 REGISTERED
Notice Filings (12)
CA FL GA IN KY LA NC NE NH OH TN TX
Address
10050 INNOVATION DRIVESUITE 140
MIAMISBURG, OH 45342
United States
Phone: 937-438-8000