# LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

LIFEPLAN FINANCIAL ADVISORY GROUP, LLC of ROCHESTER HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 131396
- Type: SEC-registered investment adviser
- SEC file number: 801-113343
- Location: 1055 SOUTH BOULEVARD E., SUITE 230, ROCHESTER HILLS, MI, 48307
- Phone: 248-299-4300
- Latest filing: 2023-03-07
- Regulatory AUM: $157.5M
- Discretionary AUM: $157.5M
- Clients: 3
- Accounts: 649

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BARR KEITH ALLEN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| GEARIG CATHERINE S | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131396/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131396/similar
- Related entities: https://search.stillhousedata.com/firm/131396/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131396

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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.