Lifeplan Financial Group Inc
Legal Name: LIFEPLAN FINANCIAL GROUP, INC.
Full Contact Details
Lifeplan Financial Group Inc
10050 INNOVATION DRIVE, SUITE 140, MIAMISBURG, OH
937-438-8000
937-438-5885
Other Info
Lifeplan Financial Group Inc, also known as LIFEPLAN FINANCIAL GROUP, INC., is an Ohio-based corporation with 8 employees, all of whom serve as advisors. The firm has a client base of 40 individuals, and its SEC status is currently listed as Approved, with a registration date of July 2, 2004.
Direct Owners
-
CHRISTOPHER JAY BUCK
VICE PRESIDENT owns less than 5%
-
DANA LEE HYPES
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
-
TYRONE CONWAY PHILLIPPI
PRESIDENT/ CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
Top Holdings
- ISHARES TR RUS 1000 GRW ETF $7,202k
- ISHARES $6,448k
- ISHARES TR CORE S&P500 ETF $5,843k
- ISHARES $5,018k
- ISHARES TR RUS 1000 VAL ETF $5,012k
- ISHARES TR RUS 2000 GRW ETF $3,206k
- ISHARES $1,738k
- INVESCO QQQ TR UNIT SER 1 $1,435k
- ISHARES TR CORE S&P MCP ETF $1,164k
- ISHARES TR CORE S&P SCP ETF $1,141k