# LIFEPLAN FINANCIAL GROUP, INC.

LIFEPLAN FINANCIAL GROUP, INC. of MIAMISBURG, OH is an SEC-registered investment adviser.

## Registration

- CRD: 121376
- Type: SEC-registered investment adviser
- SEC file number: 801-63305
- Location: 10050 INNOVATION DRIVE, SUITE 140, MIAMISBURG, OH, 45342
- Phone: 937-438-8000
- Latest filing: 2020-06-26
- Regulatory AUM: $367.8M
- Discretionary AUM: $340.6M
- Non-discretionary AUM: $27.2M
- Clients: 7
- Accounts: 1,880

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HYPES DANA LEE | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| PHILLIPPI TYRONE CONWAY | PRESIDENT/ CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT; VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| CRAWFORD MICHAEL | CHIEF EXECUTIVE OFFICER; CO-FOUNDER/STRATEGIC ADVISOR | — |
| BUCK CHRISTOPHER JAY | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121376/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121376/similar
- Related entities: https://search.stillhousedata.com/firm/121376/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121376

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.