LIFEPOINT PLANNING, PLLC
Legal name: LIFEPOINT PLANNING
CRD #296911 SEC #801-131948 SCHAUMBURG, IL 844-505-3618
SEC Registered
Total AUM
$118.9M
Discretionary
$114.1M
Employees
3
Clients
51
Accounts
357
Firm Details
- Organization Type
- Other (specify) (PLLC)
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OOSTERHART, DOUGLAS, ALLEN | I | FOUNDER, CCO | E | Control |
| OOSTERHART, DOUGLAS, ALLEN | I | FOUNDER, CCO | E | Control |
| OOSTERHART, DOUGLAS, ALLEN | I | FOUNDER, CCO | E | Control |
| OOSTERHART, DOUGLAS, ALLEN | I | FOUNDER, CCO | E | Control |
| OOSTERHART, DOUGLAS, ALLEN | I | FOUNDER, CCO | E | Control |
| OOSTERHART, DOUGLAS, ALLEN | I | FOUNDER, CCO | E | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (8)
CA FL IL LA MI NY TX WI
Address
1821 WALDEN OFFICE SQUARESUITE 400
SCHAUMBURG, IL 60173
United States
Phone: 844-505-3618