LIFEPLAN INVESTMENT ADVISORS, INC
Legal name: LIFEPLAN GROUP
CRD #144157 SEC #801-122570 RALEIGH, NC 919-858-6119
SEC Registered
Total AUM
$238.6M
Discretionary
$238.6M
Employees
7
Clients
251
Accounts
913
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 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 |
|---|---|---|---|---|
| SUTHERLAND, ALEX, PAUL | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, ALEX, PAUL | I | CO-OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | CO-OWNER | C | Control |
| SUTHERLAND, KENNETH, ALLAN | I | OWNER AND SECRETARY | A | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (4)
FL NC NE TX
Address
7201 CREEDMOOR RD.SUITE 147
RALEIGH, NC 27613
United States
Phone: 919-858-6119