{"url":"https://nivawealth.com/firms/lifeplan-financial-136981","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/136981","regulatoryAum":141037349,"crd":"136981","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6267620","suffix":null,"lastName":"JAMISON","firstName":"WILLIAM","middleName":"SEAN DAVID"},{"crd":"1018555","suffix":null,"lastName":"KUYPER","firstName":"LARRY","middleName":"ALLEN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-27","regulatoryAum":122270797,"clients":251,"employees":7,"offices":2},{"filedOn":"2026-02-24","regulatoryAum":141037349,"clients":255,"employees":7,"offices":2}],"secFileNumber":"801-131454","legalName":"Lifeplan Financial, LLC","displayName":"LifePlan Financial","slug":"lifeplan-financial-136981","website":"https://lifeplan-financial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"226 N. 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public SEC Form ADV filings on the dates in `sources`. 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