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Lifeplan Financial, LLC

Lifeplan Financial, LLC. CRD 136981

Lifeplan Financial, LLC logo

CRD: 136981

Lifeplan Financial, LLC

Mankato, MN, 56001
5076253507
lifeplan-financial.com
$141.0M Total AUM
$136.5M Disc. AUM
-- 3Y CAGR
7 Employees
255 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Nationwide
Clients
Retail
Platforms
PeakBeacon +more
Established Date
12-17-2013
Office Locations
1

Office Locations

226 N. Broad Street Mankato MN

About Lifeplan Financial, LLC

LifePlan Financial, LLC is an SEC-registered RIA in Mankato, MN providing financial advisory, wealth management, and comprehensive financial planning for retail clients. The firm focuses on helping clients protect, organize, and enhance resources, using marketplace technology to support its client service model. Portfolios primarily use public funds and ETFs, with custody through Charles Schwab.

Team overview

66 AVG AGE
$70.5M AVG AUM / ADVISOR
$553.1K AVG AUM / CLIENT
12.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Vital Delta Ember Vital timber

CRM

Bridge wave

Custodian

Focus

Investment Themes

Timber capital Horizon oak Wave capital

Investment Vehicles

Ridge

Platform

Crest

Services

Optima vector Pioneer Vital harbor Zenith Alpha frontier Prime matrix Catalyst Delta Frontier

Technology

Value Timber Fusion Atlas momentum

Owner & Executives

W

WILLIAM SEAN DAVID JAMISON

Financial Advisor, President, TREASURER

CRD
#6267620
Ownership
75% or more
(947) 427-1179
ember.oak@quantumcapital.com
in linkedin.com/in/peak-fusion
LARRY ALLEN KUYPER

LARRY ALLEN KUYPER

Advisor, Chief Compliance Officer, Secretary, VICE PRESIDENT

CRD
#1018555
Ownership
Less than 5%
(316) 505-4725
fusion.vertex@matrixcapital.com
in linkedin.com/in/optima-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-01-2011
04-24-2012
10-22-2024
10-09-2025
02-24-2026
Category Assets AVG. Account size
Discretionary $136,537,949 $274,724
Non-Discretionary $4,499,400 $187,475
Total $141,037,349 $270,705

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Separately Managed Accounts

Total SMA Asset: $141,037,349

$141.0M Total SMA
Public Funds:
20.1%
Equity - Exchange:
17.2%
Cash:
21.3%
Other:
18.2%
Equity - OTC:
23.2%
Asset class Assets Assets %
Public Funds $300,383,467 20.1%
Equity - Exchange $257,044,558 17.2%
Cash $318,316,808 21.3%
Other $271,989,009 18.2%
Equity - OTC $346,711,265 23.2%
Total $1,494,445,107 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OPTIMA FOCUS NORTH EAGLE SI6U80EK1 NJKPC 1.79% $72,640,034
ZENITH ALPHA RADIAL QUANTUM BRIDGE LI5TSY8UH VGTM 3.82% $94,929,947
BRIDGE BEACON CREST VECTOR PIONEER VF645MBTJ UQKNG 8.98% $77,274,226
ELEMENT BRIDGE ATLAS ELEMENT 2I538JGTQ CAZ 5.85% $85,768,903
VITAL VECTOR SUMMIT HARBOR ZX5HY3902 RQG 8.46% $11,664,035
CREST CATALYST VITAL HARBOR PIONEER RIUJZXZFQ FSK 1.46% $60,108,860
ATLAS FUSION NORTH WAVE QWG8Q0GM9 AJEUE 2.67% $109,871,210
HORIZON INSIGHT TIMBER OAK VERTEX 79CU7C80Z GDJ 4.24% $100,563,582

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