Lifetime Planning Inc (Mansfield)

Name: Lifetime Planning Inc
Address: 105 North Main Street, Ste 250, Mansfield, OH, 44902
Telephone: 419-526-2060

Lifetime Planning Inc is a large advisory firm based in Mansfield. It manages $91.48 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.

Lifetime Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lifetime Planning: assets under management

The assets under management (AUM) of Lifetime Planning Inc is $91.48 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lifetime Planning Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lifetime Planning Inc

Lifetime Planning Inc is owned by Victor P Kademenos. William David Heichel has been acting as President since 1 Jun 1979. Kathleen E. Heichel joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William David Heichel	President	1 Jun 1979	75% - 100%	4348372
Michael David Reed	Compliance officer	1 Apr 1997	Other	4348374
Victor P Kademenos	Owner	1 Jan 2000	Other	4348381
Amie Renee Essick	Secretary	1 Aug 2000	Other	4348378
Donald Alan Dieterly	Compliance officer	1 Feb 2001	Other	2667208
Kathleen E. Heichel	Owner	1 Nov 2002	75% - 100%	4620448

Based in Mansfield

The principal office where Lifetime Planning Inc performs its advisory services is located at 105 North Main Street, Ste 250, Mansfield, OH 44902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-526-2060 or by fax 419-526-0323. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pinnacleadvisors.com.