RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 9, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KUYPER, LARRY, ALLENIVICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICERNA Control
KUYPER, LARRY, ALLENIVICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICERNA Control
KUYPER, LARRY, ALLENIVICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICERNA Control
KUYPER, LARRY, ALLENIVICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICERNA Control
JAMISON, WILLIAM, SEAN DAVIDIMEMBER, PRESIDENT & TREASURERE Control
JAMISON, WILLIAM, SEAN DAVIDIMEMBER, PRESIDENT & TREASURERE Control
JAMISON, WILLIAM, SEAN DAVIDIMEMBER, PRESIDENT & TREASURERE Control
JAMISON, WILLIAM, SEAN DAVIDIMEMBER, PRESIDENT & TREASURERE Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
BUEGE, STEPHEN, JOHNIMEMBERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control
KUYPER, LARRY, ALLENIMEMBER/GOVERNOR/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Oct 9, 2025 REGISTERED

Notice Filings (5)

FL MN NE SD TX

Address

226 N. BROAD STREET
MANKATO, MN 56001
United States
Phone: 507-625-3507