LIFEPLAN FINANCIAL, LLC
Tel: 507-625-3507 226 N. Broad Street Mankato, Minnesota 56001
About LIFEPLAN FINANCIAL, LLC
LIFEPLAN FINANCIAL, LLC is a Mankato, Minnesota based financial advisory firm with nearly $125,184,045 in assets under management and provides investment advisory services for 533 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
136981
Firm SEC#:
801-131454
Assets Under Management:
$125,184,045
No. of Clients:
533
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)
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