CRD: 171525
Thoughtful Financial Planning, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-06-2014
- Office Locations
- 1
Office Locations
About Thoughtful Financial Planning, LLC
Thoughtful Financial Planning, LLC is a Minneapolis-based, values-driven financial planning practice helping individuals and couples clarify priorities and align their financial decisions over time. Engagements include an annually updated comprehensive plan plus ongoing accountability, covering retirement, benefits, debt, insurance/risk management, estate and Social Security decisions, with specific experience addressing LGBTQ+ planning concerns. Investment approach emphasizes asset allocation, including socially responsible options, using ETFs and mutual funds.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY JON LAPEAN
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #2882648
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,768,558 | -- |
| Total | $6,768,558 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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