LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

Legal name: LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

CRD #131396 SEC #801-113343 ROCHESTER HILLS, MI 248-299-4300

SEC Registered

Total AUM

$157.5M

Discretionary

$157.5M

Employees

Clients

Accounts

649

Firm Details

Organization Type: Limited Liability Company
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 2, 2023
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
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER	D	Control
BARR, KEITH, ALLEN	I	MANAGING MEMBER	D	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GEARIG, CATHERINE, S.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control

Registrations

Federal

Mar 2, 2023 REGISTERED

Notice Filings (3)

FL MI TX

Address

1055 SOUTH BOULEVARD E.
SUITE 230
ROCHESTER HILLS, MI 48307
United States

Phone: 248-299-4300