Lifeplan Financial Group Inc
Legal Name: LIFEPLAN FINANCIAL GROUP, INC.
Full Contact Details
Other Info
Lifeplan Financial Group Inc is legally known as LIFEPLAN FINANCIAL GROUP, INC.. It is an OH Corporation. This firm has 8 employees, of which 8 are employees in advisory roles. It serves 40 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 2, 2004.
LifePlan Financial Group — When Life Happens Call LifePlan
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.
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%
Firms Located Nearby
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