0001739485-24-000002.txt : 20240130 0001739485-24-000002.hdr.sgml : 20240130 20240130145628 ACCESSION NUMBER: 0001739485-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240130 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifePlan Financial, LLC CENTRAL INDEX KEY: 0001739485 ORGANIZATION NAME: IRS NUMBER: 203419354 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23556 FILM NUMBER: 24577582 BUSINESS ADDRESS: STREET 1: 226 NORTH BROAD STREET CITY: MANKATO STATE: MN ZIP: 56001 BUSINESS PHONE: 507-625-3507 MAIL ADDRESS: STREET 1: 226 NORTH BROAD STREET CITY: MANKATO STATE: MN ZIP: 56001 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001739485 XXXXXXXX 12-31-2023 12-31-2023 LifePlan Financial, LLC

226 NORTH BROAD STREET MANKATO MN 56001

13F HOLDINGS REPORT 028-23556 000136981 N Jodie Barta 507-625-3507 Jodie Barta Mankato MN 01-30-2024 0 89 99847938 false INFORMATION TABLE 2 LifePlanFinancialLLC.xml 3M CO COM 88579Y101 587868 5378 SH SOLE 0 0 0 5378 ADVANCED MICRO DEVICES INC COM 007903107 514756 3492 SH SOLE 0 0 0 3492 ALPHABET INC CAP STK CL A 02079K305 1350244 9666 SH SOLE 0 0 0 9666 AMAZON COM INC COM 023135106 1275840 8397 SH SOLE 0 0 0 8397 AMERICAN INTL GROUP INC COM NEW 026874784 875211 12918 SH SOLE 0 0 0 12918 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 3789652 142680 SH SOLE 0 0 0 142680 AT&T INC COM 00206R102 467273 27847 SH SOLE 0 0 0 27847 AUTODESK INC COM 052769106 550508 2261 SH SOLE 0 0 0 2261 BECTON DICKINSON & CO COM 075887109 538438 2208 SH SOLE 0 0 0 2208 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 683004 1915 SH SOLE 0 0 0 1915 BORGWARNER INC COM 099724106 1118048 31187 SH SOLE 0 0 0 31187 CAPITAL ONE FINL CORP COM 14040H105 202712 1546 SH SOLE 0 0 0 1546 CARMAX INC COM 143130102 530197 6909 SH 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