LK
ChFC
LK
ChFC

Larry Kuyper

12 Years of Experience
Mankato, MN

Larry Kuyper is a ChFC-designated registered investment advisor at Lifeplan Financial, LLC, based in Mankato, MN, with 12 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 255 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
255 clients
Average Client Portfolio
$553K average
Assets Under Management
$141.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.95%
$100K - $250K1.70%
$250K - $1.0M1.45%
$1.0M - $2.0M1.20%
$2M+1.00%

Variable annuity accounts are charged a flat 1.00%. Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

226 N. Broad Street, Mankato, MN, 56001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Larry is the president of the South Central College Foundation's finance committee, spending minimal time reviewing financial statements. He also dedicates nearly full-time hours to DBA Advisor Services of Florida, LLC, performing contract-related services for LifePlan Financial, LLC, and spends minimal time as president and treasurer of 226 Building LLC, which leases commercial buildings.

Employment History
Current Registrations
Lifeplan Financial, LLC
December 2013 - Present · 12 yrs 10 mos
State Registrations3 states
FLMNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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