Lifeplan Group

CRD 144157 · Raleigh, NC · $326.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 144157
SEC number: 801-122570
Firm type: RIA
Assets under management: $326.0M as of Mar 30, 2026
Website: www.lifeplangroup.com ↗
Phone: 919-858-6119
Address: 7201 Creedmoor Rd., Raleigh, NC, 27613

Advisors at this firm

5 in our index · page 1 of 1

Brooks Russell NicholsCRD 7599107 · Raleigh, NC

IA RegisteredRegistration inactive
Alex Paul SutherlandCRD 6290303 · Raleigh, NC

IA Registered
Kenneth Allan SutherlandCRD 2443828 · Raleigh, NC

IA Registered

Disclosure event(s) on record
Ryan David WahlersCRD 7496496 · Raleigh, NC

IA RegisteredRegistration inactive
Robert Scott WilsonCRD 6953762 · Raleigh, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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