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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifeplan Financial LLC
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| CRD # | 136981 |
| SEC # | 801-131454 |
| CIK # | 0001739485, 0001583104 |
| AUM | $122.3 M (2025-03-27) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 507-625-3507 |
| Address | 226 N Broad Street Mankato, MN 56001 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001739485 0001583104 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 10.1 | ||
| Microsoft Corp | 2.8 | ||
| Salesforce Com Inc | 2.4 | ||
| Medtronic Holdings Ltd | 2.0 | ||
| Paypal Holdings Inc | 1.9 | ||
| NXP Semiconductors NV | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| US Bancorp de | 1.5 | ||
| CVS Caremark Corp | 1.4 | ||
| Comcast Corp | 1.3 | ||
| Palo Alto Networks Inc | 1.3 | ||
| Corteva Inc | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| Duke Energy Corp | 1.2 | ||
| Wal Mart Stores Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 46.3 |
| (b) Individuals (high net worth individuals) | 53 | 76.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 122.3 |
| By Discretionary | ||
| Discretionary | 499 | 118.7 |
| Non-Discretionary | 18 | 3.6 |
| Total | 517 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 517 | 122.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001583104] | |
| 13F-HR | [0001739485] |
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