LifePlan Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LifePlan Financial, LLC serves individuals across a range of wealth levels as well as trusts, estates, retirement plans, charitable organizations, and corporations, offering discretionary portfolio management alongside financial planning, estate planning, and consulting services. The firm implements client strategies through institutional custody and execution platforms and places trades for variable annuity holdings through the issuing insurance companies.
The investment approach is a multiple-strategy, value-oriented process that uses model portfolios with a core-and-satellite structure—an S&P 500–modeled core with satellite positions chosen for value, momentum, and macro considerations—and a laddered fixed-income allocation to manage duration and interest-rate risk. Client risk tolerance is assessed using industry-standard tools and accounts are typically managed on a discretionary basis; the firm states a policy excluding investments in digital assets.
Noteworthy aspects include a proprietary estate-planning process and an “Estate Planning Organizer” that compiles an asset inventory, legal document copies, and vital family information into a personalized binder, and the firm provides hands-on estate and trust administration support when needed. The adviser operates with a small, long-established advisory team (founded in 2005), participates in an institutional custody program that provides execution and practice-management benefits, and maintains separate custody arrangements for variable annuity assets.
Client services
Expertise
Fee options
$1 - $100,000: 1.95% $100,000.01 - $250,000: 1.70% $250,000.01 - $1,000,000: 1.45% $1,000,000.01 - $2,000,000: 1.20% $2,000,000.01+: 1.00%
$125 - $300 per hour, depending on complexity and individual conducting the work
Account minimum: $100,000
Main office
226 N. Broad Street
Mankato MN 56001
Advisors at this office
2
Most active in
Florida · Minnesota · Nebraska · South Dakota · Texas
Also doing business as
Lifeplan Financial, LLC · Wealth Management Resources, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Larry K
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
Larry Kuyper is a ChFC® with 12 years of industry experience, currently serving at LifePlan Financial, LLC since 2005. He holds the Series 63 designation and participates as president of the South Central College Foundation, where he reviews financial statements as part of the finance committee. Kuyper is also involved in contract-related services for LifePlan Financial through an affiliated business. LifePlan Financial, LLC provides discretionary portfolio management, financial planning, estate planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients’ financial and legacy needs.
William J
CFP®
Mankato, MN
LifePlan Financial, LLC
William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.
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