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62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpa Insurance Services, Llc | Bigfork | MT | 08/2001 | Present |
| Life Planning Advisors, Llc | Bigfork | MT | 09/2009 | Present |
1)LPA INSURANCE SERVICES; PRESIDENT; INSURANCE AGENCY; NOT INVESTMENT RELATED; D, 139 FOOTHILL VIEW LANE #2826 BIGFORK MT 59911; 08/2001; 20HRS/MO; 1HR/DAY DURING SECURITIES HRS; OFFER INSURANCE TO CLIENTS. 2)LIFE PLANNING ADVISORS , LLC; RIA; FOUNDER; INVESTMENT RELATED; , 139 FOOTHILL VIEW LANE #2826 BIGFORK MT 59911; 09/2009; 40HRS/MO; 2-4HRS/DAY DURING SECURITIES HRS; OFFER INVESTMENT ADVICE AND IMPLEMENTATION, FEE ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-06 |
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