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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 255 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.70% |
| $250K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Accounts holding variable annuities will only be charged an annual fee of 1.00%. Variable annuity account values are not included in the household’s management fee tier calculation. All fees may be negotiable.
Fee Estimator
Location
226 N. Broad Street, Mankato, MN, 56001
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Regulatory History
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.
Learn about disclosures →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
State Registrations3 states
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