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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIFEPLAN FINANCIAL, LLC

CRD 136981

MANKATO, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de3dfc57-8087-10c0-2e1b-3c78a3579b7c

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 8, 2012 to Feb 24, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $141MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $137M
Private client RAUM: $141MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $70.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 521
Individual clients: 192
High net worth clients: 63
Custody, client assets: $85.2M
SEC number: 801-131454
CRD: 136981
Filings on the tape: 7
First filed: Feb 8, 2012
Latest filed: Feb 24, 2026
Organised: Limited Liability Company, MN
Website: lifeplan-financial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LARRY ALLEN KUYPER	Chartered Financial Consultant	MANKATO, MN	12	44	n/a	no
WILLIAM SEAN DAVID JAMISON	Certified Financial Planner	MANKATO, MN	12	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JAMISON, WILLIAM, SEAN DAVID	MEMBER, PRESIDENT & TREASURER	E	yes	01/2020	Oct 10, 2024	Oct 22, 2024
KUYPER, LARRY, ALLEN	VICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER	Na	yes	01/2020	Feb 8, 2012	Oct 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$141M	$137M	7	2	1	n/a	n/a
2024	Mar 27, 2025	$122M	$119M	7	2	1	n/a	n/a
2011	Feb 8, 2012	$66.6M	$66.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$141M	$122M	15.3%	n/a	n/a	7	7	1	1

Relationships

Registered with (3)

← WILLIAM SEAN DAVID JAMISONAdvisorregistration: current employment
Jan 2, 2014 to presentfactForm ADV
← LARRY ALLEN KUYPERAdvisorregistration: current employment
Dec 17, 2013 to presentfactForm ADV
← CHRISTOPHER THOMAS KLEINAdvisorregistration: previous registration
Dec 17, 2013 to Jan 6, 2025factForm ADV

Controls (2)

← KUYPER, LARRY, ALLENOwnerVICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 8, 2012 to Oct 22, 2024factForm ADV
← JAMISON, WILLIAM, SEAN DAVIDOwnerMEMBER, PRESIDENT & TREASURER, ownership code E, individual
Oct 10, 2024 to Oct 22, 2024factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
Christopher Thomas Klein left Lifeplan Financial, Llc for The Fiduciary Alliance (registered 2025-04-03)
Form ADVobserved 5 days ago
Occurred
Oct 10, 2024
Control person joined
Sean David William Jamison (Member, President & Treasurer) appeared on Schedule A of Lifeplan Financial, Llc
Form ADVobserved 5 days ago
Occurred
Oct 10, 2024
Control person left
John Stephen Buege (Member) no longer on Schedule A of Lifeplan Financial, Llc (listed 2012-04-24, absent 2024-10-10)
Form ADVobserved 5 days ago
Occurred
Oct 10, 2024
First Form ADV filing
Lifeplan Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de3dfc57-8087-10c0-2e1b-3c78a3579b7c
First observed: Feb 8, 2012
Last observed: Feb 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFEPLAN FINANCIAL, LLC

CRD 136981

MANKATO, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de3dfc57-8087-10c0-2e1b-3c78a3579b7c

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LARRY ALLEN KUYPER

Chartered Financial Consultant

MANKATO, MN

n/a

WILLIAM SEAN DAVID JAMISON

Certified Financial Planner

MANKATO, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JAMISON, WILLIAM, SEAN DAVID

MEMBER, PRESIDENT & TREASURER

yes

01/2020

Oct 10, 2024

Oct 22, 2024

KUYPER, LARRY, ALLEN

VICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER

yes

01/2020

Feb 8, 2012

Oct 22, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$141M

$137M

n/a

2024

Mar 27, 2025

$122M

$119M

n/a

2011

Feb 8, 2012

$66.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$141M

$122M

15.3%

n/a