AFFORDABLE LIFE PLANS, LLC

CRD #164009 SEC #801-78039 CARROLLTON, TX 972-428-0817

SEC Registered Disclosures

Total AUM

$676.5K

Discretionary

Employees

Clients

Accounts

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 10, 2016
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMERSON, TIMOTHY, DENNIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEADERER, JAMES, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	NA	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
AFFORDABLE HOLDINGS, LLC	DE	OWNER	E	Control
TALBERT, JAMES, BRAXTON	I	CHIEF COMPLIANCE OFFICER	E	Control
TALBERT, JAMES, BRAXTON	I	CHIEF COMPLIANCE OFFICER	E	Control
TALBERT, JAMES, BRAXTON	I	CHIEF COMPLIANCE OFFICER	E	Control
TALBERT, JAMES, BRAXTON	I	CHIEF COMPLIANCE OFFICER	E	Control
TALBERT, JAMES, BRAXTON	I	OWNER	E	Control
TALBERT, JAMES, BRAXTON	I	OWNER	E	Control
TALBERT, JAMES, BRAXTON	I	OWNER	E	Control
TALBERT, JAMES, BRAXTON	I	CHIEF COMPLIANCE OFFICER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	E	Control
BROADSWORD ADVANTAGE, LLC	DE	OWNER	D	Control
BROADSWORD ADVANTAGE, LLC	DE	OWNER	D	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	D	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	D	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	D	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	D	Control
TALBERT, KENNETH, LEROY	I	SILENT OWNER	D	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
BOYD, ROBERT, W.	I	MEMBER	B	Control
KNAPP, SHAUN, PAUL	I	MANAGING MEMBER	B
KNAPP, SHAUN, PAUL	I	MANAGING MEMBER	B
KNAPP, SHAUN, PAUL	I	MANAGING MEMBER	B
KNAPP, SHAUN, PAUL	I	MANAGING MEMBER	B
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
KNAPP, SHAUN, PAUL	I	PRESIDENT	B	Control
TALBERT, JAMES	I	SILENT OWNER	B
TALBERT, JAMES	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
TALBERT, JAMES, BRAXTON	I	SILENT OWNER	B
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	B	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	SILENT OWNER	B
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	B	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	B	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	B	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	MANAGING MEMBER	B	Control
WINEBRENNER, MATTHEW, LAWRENCE	I	SILENT OWNER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
TALBERT, JAMES	I	BROADSWORD ADVANTAGE, LLC	F
TALBERT, JAMES	I	BROADSWORD ADVANTAGE, LLC	F
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, JAMES, BRAXTON	I	AFFORDABLE HOLDINGS, LLC	E
TALBERT, KENNETH, LEROY	I	BROADSWORD ADVANTAGE, LLC	E	Control
TALBERT, KENNETH, LEROY	I	BROADSWORD ADVANTAGE, LLC	E	Control
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C
KNAPP, SHAUN, PAUL	I	AFFORDABLE HOLDINGS, LLC	C

Registrations

Federal

Aug 10, 2016 REGISTERED

Notice Filings (50)

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Address

3410 MIDCOURT RD
SUITE 105
CARROLLTON, TX 75006
United States

Phone: 972-428-0817