LIFE PLANNING PARTNERS, INC.
CRD #129338 SEC #801-107568 JACKSONVILLE, FL 904-448-5158
SEC Registered
Total AUM
$312M
Discretionary
$311.1M
Employees
7
Clients
101
Accounts
599
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- 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 |
|---|---|---|---|---|
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GERALDINE, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOZOWSKI, BRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOZOWSKI, BRETT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOZOWSKI, BRETT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOZOWSKI, BRETT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| UTECHT, TIMOTHY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
| MCCLANAHAN, CAROLYN, SUE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (4)
CO FL LA TX
Address
6550 ST. AUGUSTINE ROADSUITE 302
JACKSONVILLE, FL 32217-2847
United States
Phone: 904-448-5158