Noah S. Trstenjak

LIFETIME CAPITAL PLANNING GROUP

FLOWER MOUND, TX 75028

CRD#: 8207864

Some features on this profile are disabled

Professional summary

Noah Scott Trstenjak is a registered financial advisor currently at LIFETIME CAPITAL PLANNING GROUP LLC located in Flower Mound, Texas.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Noah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Scott Trstenjak'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®

None

Experience

Current

January 6, 2026 - Present

LIFETIME CAPITAL PLANNING GROUP LLC

Office #1: 700 Parker Square Road Suite 190, Flower Mound, TX 75028

RIA

CRD#: 292120

FLOWER MOUND, TX

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

Minnesota
(1/6/2026)

IAR

Texas
(1/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2025

Uniform Investment Adviser Law Examination

Current Firm

LIFETIME CAPITAL PLANNING GROUP LLC

CRD#: 292120 / SEC#:

Minnesota

Registered Investment Advisory firm - (5/9/2018 Approved)

Texas

Registered Investment Advisory firm - (12/8/2020 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

700 Parker Square Road Suite 190, Flower Mound, TX 75028

Mailing Address

Phone number

(972) 410-2047

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 76,888,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

RICHARDSON, TX

David Alvarez

EDWARD JONES

IAR

GRAPEVINE, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

HURST, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Noah S. Trstenjak

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Scott Trstenjak's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME CAPITAL PLANNING GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2025

Current Firm

LIFETIME CAPITAL PLANNING GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFETIME CAPITAL PLANNING GROUP LLC

TRUST BUT VERIFY

Similar Advisors