LifePlan Financial Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1 Prestige Pl Ste 750, Miamisburg, Ohio,...

Phone Number

(937) 438-8000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
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About LifePlan Financial Group

At LifePlan, we provide a knowledgeable perspective, objective advice and walk through the decision-making process along side of you - delivering guidance, decades of wisdom and insight to your unique stage of life. We believe your dreams are attainable...because we help you make smart choices. Our clients discover that financial planning is about much more than retirement accounts and investments. Your financial plan will generate confidence...leading your life in the direction of your choice. That's why we are LifePlan Financial Group.Explore more
LifePlan Financial Group's Social MediaPopular SearchesLifeplan Financial Group IncLifePlan Financial GroupLifeplan Financial IncLifePlan Financial Group'sLifePlan Financial Group, Inc is now McKinley Cart...SIC Code 62,628NAICS Code 52,523Show more

LifePlan Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifePlan Financial Group

<$5M
1-10
Private
<$5M
1989
TP
Ty PhillippiMember, Management Staff
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2000
PH
Paul HavrillaFinancial Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2008
CC
Cindy CastleClient Services Specialist
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
2018
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LifePlan Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LifePlan Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LifePlan Financial Group.

LifePlan Financial Group financials insights

Gather financial insights about LifePlan Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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LifePlan Financial Group Tech Stack

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Frequently Asked Questions Regarding LifePlan Financial Group

What is LifePlan Financial Group's official website?
LifePlan Financial Group's official website is www.lifeplanfg.com
What is LifePlan Financial Group's Revenue?
LifePlan Financial Group's revenue is <$5 Million
What is LifePlan Financial Group's SIC code?
LifePlan Financial Group's SIC: 62,628
What is LifePlan Financial Group's NAICS code?
LifePlan Financial Group's NAICS: 52,523
How many employees does LifePlan Financial Group have?
LifePlan Financial Group has 1-10 employees
What industry does LifePlan Financial Group belong to?
LifePlan Financial Group is in the industry of: Finance, Securities Trading
What is LifePlan Financial Group competition?
LifePlan Financial Group top competitors include: Piermont Wealth Management, Hokin Investment Advisors, Safe Landing Financial, Charles Carroll Financial Partners
What technology does LifePlan Financial Group use?
Some of the popular technologies that LifePlan Financial Group uses are: F5 Silverline DDoS Protection, Microsoft 365, Web.com Website hosting, Microsoft Exchange Online
How do I contact LifePlan Financial Group?
LifePlan Financial Group contact info: Phone number: (937) 438-8000 Website: www.lifeplanfg.com
What does LifePlan Financial Group do?

At LifePlan, we provide a knowledgeable perspective, objective advice and walk through the decision-making process along side of you - delivering guidance, decades of wisdom and insight to your unique stage of life. We believe your dreams are attainable...because we help you make smart choices. Our clients discover that financial planning is about... much more than retirement accounts and investments. Your financial plan will generate confidence...leading your life in the direction of your choice. That's why we are LifePlan Financial Group.Read More

What are LifePlan Financial Group social media links?
LifePlan Financial Group Linkedin page LifePlan Financial Group Twitter page LifePlan Financial Group Facebook page
Is LifePlan Financial Group a public company?
LifePlan Financial Group is private company therefore does not currently have an official ticker symbol
See more information about LifePlan Financial Group

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