LifePlan Financial, LLC

Business address
226 North Broad Street, Mankato, MN, 56001
Top securities (13F)
IAU, SPYG, XLP, XLB, SWAN, VGIT, MSFT, IBDU, IBDT, IBDS, IBDV, IBDR, XLE, MDT, CRM, VMBS, GNMA, GOOGL, NXPI, and PYPL
State of incorporation
MN
Fiscal year end
31 December
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LifePlan Financial, LLC has filed 10 SEC EDGAR filings since 30 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-23556
N-PX Open Document Open Filing 02 Sep 2025 30 Jun 2025 028-23556
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-23556
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-23556
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-23556
13F-HR Open Document Open Filing 04 Oct 2024 30 Sep 2024 028-23556
N-PX Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-23556
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-23556
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-23556
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-23556