LK
Larry A. Kuyper
LIFEPLAN FINANCIAL
Mankato, MN 56001
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CRD#: 1018555
LK
Professional summary
Larry Allen Kuyper is a registered financial advisor currently at LIFEPLAN FINANCIAL, LLC located in Mankato, Minnesota.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Larry has worked at 9 firms and has passed the Series 63, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. SOUTH CENTRAL COLLEGE FOUNDATION; 1920 LEE BLVD. N. MANKATO, MN 56003 - NOT INVESTMENT RELATED - 11/5/05 - PRES; 2HRS/MO SPENT DURING SEC TRADING HRS; FINANCE COMMITTEE- REVIEW FINANCIAL STATEMENTS OF THE FOUNDATION AND FOLLOW GUIDELINES SET BY THE FOUNDATION BOARD. 2. DBA ADVISOR SERVICES OF FLORIDA, LLC (NAME CHANGE FROM EFS ADVISOR SVCS); 6140 RODNEY BAY LANE, NAPLES, FL 34113 - NOT INVESTMENT RELATED - 2000 - PRES; 60% OF TIME SPENT & DURING SEC TRADING HOURS PERFORMING CONTRACT RELATED SVCS OF MARKETING, ADMIN, COMPLIANCE, AND HUMAN RESOURCES FOR LIFEPLAN FINANCIAL, LLC. 3. 226 BUILDING LLC - PRESIDENT AND TREASURER - COMMERCIAL BUILDING LEASES - NOT INVESTMENT RELATED - START DATE: 06/01/2013 - 2 HOURS/MONTH TIME SPENT, NONE DURING SEC TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Allen Kuyper's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 17, 2013 - Present
LIFEPLAN FINANCIAL, LLC
Office #1: 226 N. Broad Street, Mankato, MN 56001RIA
CRD#: 136981
Mankato, MN
Past
April 4, 2006 - September 30, 2009
BROOKSTONE SECURITIES, INC.
BD
CRD#: 13366
MANKATO, MN
Past
August 1, 2000 - April 4, 2006
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
MANKATO, MN
Past
May 3, 1994 - August 10, 2000
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
June 1, 1990 - May 10, 1994
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
November 7, 1989 - June 8, 1990
ARM SECURITIES CORPORATION
BD
CRD#: 932
MINOT, ND
Past
November 22, 1988 - November 15, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
July 10, 1985 - December 19, 1988
MORISON SECURITIES, INC.
BD
CRD#: 8097
Past
November 26, 1981 - August 5, 1985
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LIFEPLAN FINANCIAL, LLC
LIFEPLAN FINANCIAL, LLC | WEALTH MANAGEMENT RESOURCES, LLC
CRD#: 136981 / SEC#: 801-131454
RIA
Registered Investment Advisory firm - (11/12/2024 Approved)Minnesota
Registered Investment Advisory firm - (11/27/2024 Terminated)South Dakota
Registered Investment Advisory firm - (11/21/2024 Terminated)Texas
Registered Investment Advisory firm - (11/21/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/2/2025)
IAR
Minnesota(12/17/2013)
IAR
Texas(11/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
LF
LIFEPLAN FINANCIAL, LLC
LIFEPLAN FINANCIAL, LLC | WEALTH MANAGEMENT RESOURCES, LLC
CRD#: 136981 / SEC#: 801-131454
RIA
Registered Investment Advisory firm - (11/12/2024 Approved)Minnesota
Registered Investment Advisory firm - (11/27/2024 Terminated)South Dakota
Registered Investment Advisory firm - (11/21/2024 Terminated)Texas
Registered Investment Advisory firm - (11/21/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
226 N. Broad Street, Mankato, MN 56001
Mailing Address
Phone number
(507) 625-3507
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 517 |
| AUM (Assets Under Management) | $ 122,270,797 |
Red Flags
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Company Information
LIFEPLAN FINANCIAL, LLC
CRD#: 136981Mankato, MN 56001TRUST BUT VERIFY
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