LIFEGOALS FINANCIAL GROUP

LIFEGOALS FINANCIAL GROUP of OWOSSO, MI is an SEC-registered investment adviser (CRD 130082). Regulatory assets under management: $59.4M.

Registration

• CRD: 130082
• Type: Registered investment adviser
• Location: 215 N WATER ST, OWOSSO, MI, 48867
• Phone: 989-725-1116
• Latest filing: 2026-02-16
• Regulatory AUM: $59.4M
• Discretionary AUM: $59.4M
• Clients: 1
• Accounts: 163

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search