LifePlan Financial Revenue

Financial Services • United States • 1-10 Employees

LifePlan Financial revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at LifePlan Financial

Sean Jamison

Owner

Company overview

Headquarters	United States
Phone number	+15076253507
Website	lifeplan-financial.com
NAICS	52
SIC	621
Keywords	Asset Management, Estate Planning, Investment Portfolio Management
Founded	2005
Employees	1-10
Socials

About LifePlan Financial

LifePlan Financial, LLC was co-founded in 2005 by Larry Kuyper and Steve Buege. LifePlan Financial is an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients’ best interests ahead of our own. Larry and Steve have nearly sixty years of combined experience as investment advisors, successfully guiding our clients through the turbulent market over several decades. Sean Jamison joined LifePlan Financial in 2011 to meet the financial planning needs of our pre-retirement clients. Through the implementation of an award-winning financial planning platform, our clients have been able to plan for their retirement with confidence and assurance. LifePlan Financial is a full-service firm, offering investment advisory, investment management, financial planning, and insurance protection services. As a client, you can expect us to help protect, organize, and enhance your financial resources. Our goal is to build long-term relationships by providing you with a positive experience and delivering peace of mind regarding your financial future through investment management and financial planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

LifePlan Financial has never raised funding before.

Frequently asked questions

LifePlan Financial is located in US.

You can reach LifePlan Financial at +15076253507.

LifePlan Financial generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

LifePlan Financial has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

LifePlan Financial was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

LifePlan Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at LifePlan Financial

Sean Jamison

Owner

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