SourcingSourcing

LIFEPLAN FINANCIAL, LLC

B59
CRD 136981·SEC 801-131454·MANKATO, MN
AUM
$141.0M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$423K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIFEPLAN FINANCIAL, LLC
CRD
136981
SEC file #
801-131454
EIN
203419354
DBA names
—

Economics

AUM
$141.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.3M → $141.0M▲ +15%
Client mix
Individuals Other192
Individuals High Net Worth63

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MANKATO MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
lifeplan-financial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JAMISON, WILLIAM, SEAN DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JAMISON, WILLIAM, SEAN DAVID
KUYPER, LARRY, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LIFEPLAN-FINANCIAL.COM
Rdap Domain Creation Date
2012-09-07T23:49:23Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001739485
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-01-30
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001739485-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
226 NORTH BROAD STREETMANKATO, MN 56001
Business
226 NORTH BROAD STREETMANKATO, MN 56001
Edgar EIN
203419354
Edgar Recent Filings
13F-HR2026-04-14 · 0001739485-26-000002
13F-HR2026-01-20 · 0001739485-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-07T23:49:23Z
Rdap Domain Last Changed
2025-08-23T07:45:58Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6267620
Trust Company Affiliate
No

People (2)

2
JAMISON, WILLIAM, SEAN DAVID
IAR · Direct Owner · 87.5%
6267620
KUYPER, LARRY, ALLEN
IAR · Executive Officer · 2.5%
1018555