LifePlan Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

226 N Broad St, Mankato, Minnesota, 5600...

Phone Number

(507) 625-3507

Revenue

$5.7 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
1
1

About LifePlan Financial

LifePlan Financial, LLC was co-founded in 2005 by Larry Kuyper and Steve Buege. LifePlan Financial is an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients best interests ahead of our own. Larry and Steve have nearly sixty years of combined experience as investment advisors, successfully guiding our clients through the turbulent market over several decades. Sean Jamison joined LifePlan Financial in 2011 to meet the financial planning needs of our pre-retirement clients. Through the implementation of an award-winning financial planning platform, our clients have been able to plan for their retirement with confidence and assurance. LifePlan Financial is a full-service firm, offering investment advisory, investment management, financial planning, and insurance protection services. As a client, you can expect us to help protect, organize, and enhance your financial resources. Our goal is to build long-Read more
LifePlan Financial's Social MediaPopular SearchesLifeplan Financial LLCLifeplan FinancialSIC Code 62,628NAICS Code 52,523Show more

LifePlan Financial Org Chart

PhoneEmail
JB
United States flag for contact location.

Administrative Coordinator

PhoneEmail
MM
United States flag for contact location.

Financial Services Administrator

PhoneEmail
SK
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Financial Operations Specialist

PhoneEmail
MH
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Customer Service Specialist

PhoneEmail
JE
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Client Services, Notary Public Assistant

PhoneEmail
WJ
United States flag for contact location.

Certified Financial Planner & Professional

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AS
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Paraplanner

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifePlan Financial

$5.7M
1-10
Private
-
2005
JB
Jodie BartaAdministrative Coordinator
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
1994
KM
Karen MitchellOffice Manager
<$5M
1-10
Private
-
1998
MM
Mark MicleanVice President
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifePlan Financial Tech Stack

A closer look at the technologies used by LifePlan Financial

Top Finance Companies

Frequently Asked Questions Regarding LifePlan Financial

What is LifePlan Financial's official website?
LifePlan Financial's official website is www.lifeplan-financial.com
What is LifePlan Financial's Revenue?
LifePlan Financial's revenue is $5.7 Million
What is LifePlan Financial's SIC code?
LifePlan Financial's SIC: 62,628
What is LifePlan Financial's NAICS code?
LifePlan Financial's NAICS: 52,523
How many employees does LifePlan Financial have?
LifePlan Financial has 1-10 employees
What industry does LifePlan Financial belong to?
LifePlan Financial is in the industry of: Finance, Insurance, Securities Trading
What is LifePlan Financial competition?
LifePlan Financial top competitors include: Investment Advisory Professionals, Ratcliff Financial Services, The Holben Group, Fulcrum Wealth Advisors
What technology does LifePlan Financial use?
Some of the popular technologies that LifePlan Financial uses are: Redtail CRM, BlueHost
How do I contact LifePlan Financial?
LifePlan Financial contact info: Phone number: (507) 625-3507 Website: www.lifeplan-financial.com
What does LifePlan Financial do?

LifePlan Financial, LLC was co-founded in 2005 by Larry Kuyper and Steve Buege. LifePlan Financial is an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients best interests ahead of our own. Larry and Steve have nearly sixty years of combined experience as invest... ment advisors, successfully guiding our clients through the turbulent market over several decades. Sean Jamison joined LifePlan Financial in 2011 to meet the financial planning needs of our pre-retirement clients. Through the implementation of an award-winning financial planning platform, our clients have been able to plan for their retirement with confidence and assurance. LifePlan Financial is a full-service firm, offering investment advisory, investment management, financial planning, and insurance protection services. As a client, you can expect us to help protect, organize, and enhance your financial resources. Our goal is to build long-term relationships by providing you with a positive experience and delivering peace of mind regarding your financial future through investment management and financial planning.Read More

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

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