LifePlan Financial

EST. AUM
$141,037,349

CONTACTS
3

CLIENT ACCOUNTS
521

Firm Details

Metro area Minneapolis
CRD Number 136981
Website lifeplan-financial.com
Client types

Overview

LifePlan Financial, LLC is an independent Registered Investment Adviser founded in 2005 by Larry Kuyper and Steve Buege. The firm provides financial services, including investment advisory, investment management, financial planning, and insurance. Kuyper and Buege have a combined experience of nearly sixty years in financial services. In 2011, Sean Jamison joined the firm to expand financial planning services for pre-retirement clients, introducing a platform designed to assist individuals with retirement planning. LifePlan Financial focuses on managing and organizing clients’ financial resources. The firm emphasizes long-term relationships and provides financial guidance tailored to clients' needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

LifePlan Financial

Platform Details

Investment Preferences

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