LIFEPLAN FINANCIAL, LLC
CRD #136981 SEC #801-131454 MANKATO, MN 507-625-3507
SEC Registered
Total AUM
$122.3M
Discretionary
$118.7M
Employees
7
Clients
0
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $122.3M | $118.7M | $3.6M | 7 | 0 |
| Mar 2025 | $122.3M | $118.7M | $3.6M | 7 | 0 |
| Oct 2024 | $125.2M | $122M | $3.2M | 7 | 0 |
| Oct 2024 | $125.2M | $122M | $3.2M | 7 | 0 |
| Apr 2012 | $66.6M | $66.6M | $0 | 1 | 300 |
| Feb 2012 | $66.6M | $66.6M | $0 | 1 | 300 |
| Feb 2011 | $66.3M | $66.3M | $0 | 5 | -- |
| Jan 2010 | $60.8M | $60.8M | $0 | 5 | -- |
| Jan 2008 | $68M | $67.9M | $95.7K | 5 | -- |
| Jan 2007 | $60.8M | $60.7M | $100.9K | 5 | -- |
| Jan 2006 | $49.6M | $49.4M | $232.7K | 5 | -- |
| Nov 2005 | $47.1M | $46.8M | $324.2K | 5 | -- |
| Sep 2005 | $47.1M | $46.8M | $324.2K | 5 | -- |
DateOct 2025
Total AUM$122.3M
Discretionary$118.7M
Non-Disc.$3.6M
Employees7
Clients0
DateMar 2025
Total AUM$122.3M
Discretionary$118.7M
Non-Disc.$3.6M
Employees7
Clients0
DateOct 2024
Total AUM$125.2M
Discretionary$122M
Non-Disc.$3.2M
Employees7
Clients0
DateOct 2024
Total AUM$125.2M
Discretionary$122M
Non-Disc.$3.2M
Employees7
Clients0
DateApr 2012
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees1
Clients300
DateFeb 2011
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$68M
Discretionary$67.9M
Non-Disc.$95.7K
Employees5
Clients--
DateJan 2007
Total AUM$60.8M
Discretionary$60.7M
Non-Disc.$100.9K
Employees5
Clients--
DateJan 2006
Total AUM$49.6M
Discretionary$49.4M
Non-Disc.$232.7K
Employees5
Clients--
DateNov 2005
Total AUM$47.1M
Discretionary$46.8M
Non-Disc.$324.2K
Employees5
Clients--
DateSep 2005
Total AUM$47.1M
Discretionary$46.8M
Non-Disc.$324.2K
Employees5
Clients--