LIFE PLANNING ADVISORS LLC
CRD #151292 SEC #801-126603 BIGFORK, MT 760-918-0304
SEC Registered
Total AUM
$154M
Discretionary
$0
Employees
4
Clients
0
Accounts
964
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 27, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, JEFFREY, BRUCE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
| TESSLER, TODD, ALLYN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
May 27, 2025 REGISTERED
Notice Filings (4)
AZ CA MT TX
Address
62 BAY HARBOR DRIVE#2826
BIGFORK, MT 59911
United States
Phone: 760-918-0304