LIFEPLAN FINANCIAL GROUP, INC.

SEC file number 801-63305 · MIAMISBURG, OH

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$367.8M

Discretionary AUM

$340.6M

Employees

Clients

Firm

Address: 10050 INNOVATION DRIVE
MIAMISBURG, OH 45342
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · MI
Lizton Financial Corp Medium name-match confidence · CIK 2144080 · IN
IFAN Financial, Inc Medium name-match confidence · CIK 1538123 · MI
M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
Live Oak Financial LLC Medium name-match confidence · CIK 2069448
ASIAN FINANCIAL CORP Medium name-match confidence · CIK 1061366 · PA
F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN

Lizton Financial Corp · D · Jul 9, 2026

$25M
LIT Financial Corporation, Inc. · D · Mar 18, 2026

$2.5M
ASIAN FINANCIAL CORP · D · Mar 17, 2026

$20M
M FINANCIAL HOLDINGS INC · D · Mar 13, 2026

$8.9M
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
LIT Financial Corporation, Inc. · D · Nov 10, 2025

$10M
LIT Financial Corporation, Inc. · D · Nov 3, 2025

$4M
F&M FINANCIAL CORP · D · Jul 16, 2025

$60M
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025

$6.8M
W FINANCIAL FUND, LP · D/A · Jan 29, 2025