Active
LIFE PLANNING ADVISORS LLC
Investment Advice|BIGFORK, MT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$154M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 154.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 151292 |
| SEC Number | 801-126603 |
| Street Address | 62 BAY HARBOR DRIVE |
| Street Address 2 | #2826 |
| Location | BIGFORK, MT 59911 |
| Country | United States |
| Phone | 760-918-0304 |
| Fax | 760-918-0404 |
| Total Employees | 4 |
Client Count by Type (964 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 907 |
| High Net Worth Individual… | 51 |
| Corporations/Businesses | 4 |
| Pension/Profit Sharing Pl… | 2 |
Community Partners
CITY OF COLUMBIA FALLS
CITY OF KALISPELL
CITY OF POLSON
CITY OF WHITEFISH
COUNTY OF FLATHEAD
CITY OF COLUMBIA FALLS
CITY OF KALISPELL
CITY OF POLSON
CITY OF WHITEFISH
COUNTY OF FLATHEAD
CITY OF COLUMBIA FALLS
CITY OF KALISPELL
CITY OF POLSON
CITY OF WHITEFISH
COUNTY OF FLATHEAD
Municipal Government
5 Active
5
Organizations
BAD ROCK RURAL FIRE DISTRICT
BIG FORK (COUNTY) WATER AND SEWER DISTRICT
BIGFORK FIRE DEPARTMENT
BIGFORK FIRE DISTRICT
BIG MOUNTAIN (COUNTY) SEWER DISTRICT
BIG MOUNTAIN RURAL FIRE DISTRICT
BLACKTAIL TELEVISION DISTRICT
BLANKENSHIP FIRE DISTRICT
BLANKENSHIP RURAL FIRE DISTRICT
COLUMBIA FALLS CEMETERY DISTRICT
COLUMBIA FALLS RURAL FIRE DISTRICT
CORAM (FLATHEAD COUNTY) WATER AND SEWER DISTRICT
CORAM-WEST GLACIER FIRE DISTRICT
CRESTON FIRE DISTRICT
EAGLE RIDGE ESTATES (COUNTY) WATER AND SEWER DISTRICT
EMERALD HEIGHTS HOA CO WATER / SEWER DIST
ESSEX COUNTY WATER AND SEWER DISTRICT
EVERGREEN FIRE DISTRICT 1
EVERGREEN FIRE DISTRICT 2
FAIRVIEW CEMETERY DISTRICT
BAD ROCK RURAL FIRE DISTRICT
BIG FORK (COUNTY) WATER AND SEWER DISTRICT
BIGFORK FIRE DEPARTMENT
BIGFORK FIRE DISTRICT
BIG MOUNTAIN (COUNTY) SEWER DISTRICT
BIG MOUNTAIN RURAL FIRE DISTRICT
BLACKTAIL TELEVISION DISTRICT
BLANKENSHIP FIRE DISTRICT
BLANKENSHIP RURAL FIRE DISTRICT
COLUMBIA FALLS CEMETERY DISTRICT
COLUMBIA FALLS RURAL FIRE DISTRICT
CORAM (FLATHEAD COUNTY) WATER AND SEWER DISTRICT
CORAM-WEST GLACIER FIRE DISTRICT
CRESTON FIRE DISTRICT
EAGLE RIDGE ESTATES (COUNTY) WATER AND SEWER DISTRICT
EMERALD HEIGHTS HOA CO WATER / SEWER DIST
ESSEX COUNTY WATER AND SEWER DISTRICT
EVERGREEN FIRE DISTRICT 1
EVERGREEN FIRE DISTRICT 2
FAIRVIEW CEMETERY DISTRICT
BAD ROCK RURAL FIRE DISTRICT
BIG FORK (COUNTY) WATER AND SEWER DISTRICT
BIGFORK FIRE DEPARTMENT
BIGFORK FIRE DISTRICT
BIG MOUNTAIN (COUNTY) SEWER DISTRICT
BIG MOUNTAIN RURAL FIRE DISTRICT
BLACKTAIL TELEVISION DISTRICT
BLANKENSHIP FIRE DISTRICT
BLANKENSHIP RURAL FIRE DISTRICT
COLUMBIA FALLS CEMETERY DISTRICT
COLUMBIA FALLS RURAL FIRE DISTRICT
CORAM (FLATHEAD COUNTY) WATER AND SEWER DISTRICT
CORAM-WEST GLACIER FIRE DISTRICT
CRESTON FIRE DISTRICT
EAGLE RIDGE ESTATES (COUNTY) WATER AND SEWER DISTRICT
EMERALD HEIGHTS HOA CO WATER / SEWER DIST
ESSEX COUNTY WATER AND SEWER DISTRICT
EVERGREEN FIRE DISTRICT 1
EVERGREEN FIRE DISTRICT 2
FAIRVIEW CEMETERY DISTRICT
Special District
55 Active
55
Organizations
BIGFORK ELEMENTARY
BIGFORK HIGH SCHOOL
BIG FORK PUBLIC SCHOOLS
CAYUSE PRAIRIE ELEM DIST 10
COLUMBIA FALLS PUBLIC SCHOOLS
CRESTON ELEM DIST 9
DEER PARK ELEM DIST 2
EVERGREEN ELEM DIST 50
FAIR-MONT-EGAN ELEM DIST 3
FLATHEAD VALLEY CMNTY COLLEGE
HELENA FLATS ELEM DIST 15
KALISPELL PUBLIC SCHOOLS
KILA ELEM DIST 20
MARION ELEM DIST 54
MARION SCHOOL DISTRICT 54
OLNEY-BISSELL ELEM DIST 58
PLEASANT VALLEY ELEM DIST 27
SMITH VALLEY ELEM DIST 89
SOMERS ELEM DIST 29
SWAN RIVER ELEM DIST 4
BIGFORK ELEMENTARY
BIGFORK HIGH SCHOOL
BIG FORK PUBLIC SCHOOLS
CAYUSE PRAIRIE ELEM DIST 10
COLUMBIA FALLS PUBLIC SCHOOLS
CRESTON ELEM DIST 9
DEER PARK ELEM DIST 2
EVERGREEN ELEM DIST 50
FAIR-MONT-EGAN ELEM DIST 3
FLATHEAD VALLEY CMNTY COLLEGE
HELENA FLATS ELEM DIST 15
KALISPELL PUBLIC SCHOOLS
KILA ELEM DIST 20
MARION ELEM DIST 54
MARION SCHOOL DISTRICT 54
OLNEY-BISSELL ELEM DIST 58
PLEASANT VALLEY ELEM DIST 27
SMITH VALLEY ELEM DIST 89
SOMERS ELEM DIST 29
SWAN RIVER ELEM DIST 4
BIGFORK ELEMENTARY
BIGFORK HIGH SCHOOL
BIG FORK PUBLIC SCHOOLS
CAYUSE PRAIRIE ELEM DIST 10
COLUMBIA FALLS PUBLIC SCHOOLS
CRESTON ELEM DIST 9
DEER PARK ELEM DIST 2
EVERGREEN ELEM DIST 50
FAIR-MONT-EGAN ELEM DIST 3
FLATHEAD VALLEY CMNTY COLLEGE
HELENA FLATS ELEM DIST 15
KALISPELL PUBLIC SCHOOLS
KILA ELEM DIST 20
MARION ELEM DIST 54
MARION SCHOOL DISTRICT 54
OLNEY-BISSELL ELEM DIST 58
PLEASANT VALLEY ELEM DIST 27
SMITH VALLEY ELEM DIST 89
SOMERS ELEM DIST 29
SWAN RIVER ELEM DIST 4
School District
23 Active
23
Organizations
085 FLATHEAD VALLEY CHAPTER OF TROUT UNLIMITED
100 FOLD STUDIO
24 HOURS OF FLATHEAD
2986 FULLERTON POST VFW-MT
3 STRANDS RANCH AND RETREAT CORPORATION
406 CLAY TARGET TEAM INC
406 FOR KIDS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H PABLO SKUNKS
501C34U INC
9-11 HONOR AND SERVE FOUNDATION CO WILLIAM THOMAS
ABBA AGAPE CHURCH
ABBIE DELANEY JONES FOUNDATION
ABBIE SHELTER
085 FLATHEAD VALLEY CHAPTER OF TROUT UNLIMITED
100 FOLD STUDIO
24 HOURS OF FLATHEAD
2986 FULLERTON POST VFW-MT
3 STRANDS RANCH AND RETREAT CORPORATION
406 CLAY TARGET TEAM INC
406 FOR KIDS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H PABLO SKUNKS
501C34U INC
9-11 HONOR AND SERVE FOUNDATION CO WILLIAM THOMAS
ABBA AGAPE CHURCH
ABBIE DELANEY JONES FOUNDATION
ABBIE SHELTER
085 FLATHEAD VALLEY CHAPTER OF TROUT UNLIMITED
100 FOLD STUDIO
24 HOURS OF FLATHEAD
2986 FULLERTON POST VFW-MT
3 STRANDS RANCH AND RETREAT CORPORATION
406 CLAY TARGET TEAM INC
406 FOR KIDS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H PABLO SKUNKS
501C34U INC
9-11 HONOR AND SERVE FOUNDATION CO WILLIAM THOMAS
ABBA AGAPE CHURCH
ABBIE DELANEY JONES FOUNDATION
ABBIE SHELTER
Nonprofit Organization
1290 Active
1290
Organizations
Community Partners128 organizations
CITY OF KALISPELL
Municipal Government·KALISPELL
CITY OF POLSON
Municipal Government·POLSON
CITY OF WHITEFISH
Municipal Government·WHITEFISH
BAD ROCK RURAL FIRE DISTRICT
Special District·COLUMBIA FALLS
BIG FORK (COUNTY) WATER AND SEWER DISTRICT
Special District·BIGFORK
BIGFORK FIRE DEPARTMENT
Special District·BIGFORK
BIG MOUNTAIN (COUNTY) SEWER DISTRICT
Special District·WHITEFISH
BIG MOUNTAIN RURAL FIRE DISTRICT
Special District·WHITEFISH
BLACKTAIL TELEVISION DISTRICT
Special District·POLSON
BLANKENSHIP FIRE DISTRICT
Special District·COLUMBIA FALLS
BLANKENSHIP RURAL FIRE DISTRICT
Special District·COLUMBIA FALLS
COLUMBIA FALLS CEMETERY DISTRICT
Special District·COLUMBIA FALLS
COLUMBIA FALLS RURAL FIRE DISTRICT
Special District·COLUMBIA FALLS
CORAM (FLATHEAD COUNTY) WATER AND SEWER DISTRICT
Special District·CORAM
CORAM-WEST GLACIER FIRE DISTRICT
Special District·WEST GLACIER
EAGLE RIDGE ESTATES (COUNTY) WATER AND SEWER DISTRICT
Special District·KALISPELL
EMERALD HEIGHTS HOA CO WATER / SEWER DIST
Special District·WHITEFISH
ESSEX COUNTY WATER AND SEWER DISTRICT
Special District·ESSEX
FAIRVIEW CEMETERY DISTRICT
Special District·COLUMBIA FALLS
FLATHEAD COUNTY ECONOMIC DEVELOPMENT AUTHORITY
Special District·KALISPELL
FLATHEAD COUNTY (HAPPY VALLEY) WATER DISTRICT 8
Special District·WHITEFISH
FLATHEAD COUNTY WATER & SEWER (EVERGREEN)
Special District·KALISPELL
FOYS LAKESIDE (COUNTY) WATER DISTRICT
Special District·KALISPELL
GLACIER RANCH COUNTY WATER AND SEWER DISTRICT
Special District·KALISPELL
HAPPY VALLEY AREA B COUNTY WATER DISTRICT
Special District·WHITEFISH
HUNGRY HORSE (COUNTY) WATER AND SEWER DISTRICT
Special District·HUNGRY HORSE
HUNGRY HORSE FIRE DISTRICT
Special District·KALISPELL
HUNGRY HORSE VOLUNTEER FIRE DEPARTMENT
Special District·HUNGRY HORSE
LAKE SHORE HEIGHTS COUNTY WATER DISTRICT
Special District·KALISPELL
MARION RURAL FIRE DISTRICT
Special District·MARION
MARTIN CITY FIRE DISTRICT
Special District·MARTIN CITY
MARTIN CITY (FLATHEAD COUNTY) WATER AND SEWER DISTRICT
Special District·MARTIN CITY
MEADOW HILLS (COUNTY) WATER AND SEWER DISTRICT
Special District·KALISPELL
OLNEY RURAL FIRE DISTRICT
Special District·OLNEY
PANORAMIC MOUNTAIN RIVER HEIGHTS WATER DISTRICT
Special District·KALISPELL
PLEASANT VIEW HOMESITES COUNTY WATER AND SEWER DISTRICT
Special District·KALISPELL
RANCH COUNTY WATER AND SEWER DISTRICT
Special District·BIGFORK
SMITH LAKE VISTA COUNTY WATER DISTRICT
Special District·KILA
SOMERS (FLATHEAD COUNTY) WATER AND SEWER DISTRICT
Special District·SOMERS
SOMERS RURAL FIRE DISTRICT
Special District·SOMERS
SOUTH KALISPELL FIRE DISTRICT
Special District·KALISPELL
STILLWATER ESTATES (COUNTY) WATER AND SEWER DISTRICT
Special District·KALISPELL
ST OF MT CRESTON FIRE DISTRICT
Special District·KALISPELL
SWAN HILL TELEVISION DISTRICT
Special District·BIGFORK
MARION ELEM DIST 54
School District·MARION
MARION SCHOOL DISTRICT 54
School District·MARION
WEST GLACIER ELEM SCH DIST 8
School District·WEST GLACIER
085 FLATHEAD VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·KALISPELL
100 FOLD STUDIO
Nonprofit Organization·LAKESIDE
24 HOURS OF FLATHEAD
Nonprofit Organization·Kalispell
2986 FULLERTON POST VFW-MT
Nonprofit Organization·POLSON
3 STRANDS RANCH AND RETREAT CORPORATION
Nonprofit Organization·Lakeside
406 CLAY TARGET TEAM INC
Nonprofit Organization·KALISPELL
406 FOR KIDS
Nonprofit Organization·KALISPELL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bigfork
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Polson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalispell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalispell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kila
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Columbia Falls
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kalispell
4-H PABLO SKUNKS
Nonprofit Organization·Polson
501C34U INC
Nonprofit Organization·BIGFORK
9-11 HONOR AND SERVE FOUNDATION CO WILLIAM THOMAS
Nonprofit Organization·BIG FORK
ABBA AGAPE CHURCH
Nonprofit Organization·Kalispell
ABBIE DELANEY JONES FOUNDATION
Nonprofit Organization·Bigfork
ABBIE SHELTER
Nonprofit Organization·KALISPELL
ABS PARK
Nonprofit Organization·KALISPELL
A DAY CLOSER
Nonprofit Organization·Whitefish
ADVANCED LIFE-SUPPORT EMERGENCY RESCUE TEAM
Nonprofit Organization·Kalispell
Advance Hope Ministries
Nonprofit Organization·Kalispell
A FAMILY FRIENDLY FLATHEAD
Nonprofit Organization·Kalispell
AIR TWIGA ANIMAL RESCUE INC
Nonprofit Organization·WHITEFISH
ALAMON, INC.
Nonprofit Organization·KALISPELL
ALANO CLUB OF KALISPELL INC
Nonprofit Organization·KALISPELL
ALEC BOHM FOUNDATION
Nonprofit Organization·KALISPELL
ALL BREED TURF CLUB INC
Nonprofit Organization·Kalispell
ALLEN SLATER MUSIC MATTERS SCHOLARSHIP
Nonprofit Organization·Kalispell
ALL HEARTS RESCUE
Nonprofit Organization·Polson
ALL MOSTA RANCH MONTANA
Nonprofit Organization·Marion
ALOHA NOBLEHOUSE INC
Nonprofit Organization·Marion
ALPINE THEATRE PROJECT INC
Nonprofit Organization·WHITEFISH
ALPINE THERAPEUTIC SERVICES
Nonprofit Organization·Kalispell
Alpoa Charitable Foundation
Nonprofit Organization·Kila
ALTERNATIVE SOULUTIONS
Nonprofit Organization·Polson
AMAZING PLACE MUSIC INC
Nonprofit Organization·WHITEFISH
AMERICAN ACADEMY AND BOARD OF REGENERATIVE MEDICINE
Nonprofit Organization·Kalispell
AMERICAN COVENANT SENIOR HOUSING
Nonprofit Organization·KALISPELL
AMERICAN COVENANT SENIOR HOUSING FOUNDATION, INC.
Nonprofit Organization·KALISPELL
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Polson
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·whitefish
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Kalispell
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Kalispell
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Polson
AMERICAN FISHERIES SOCIETY
Nonprofit Organization·Kalispell
AMERICAN INDIGENOUS RESEARCH ASSOCIATION INCORPORATED
Nonprofit Organization·Polson
AMERICAN KARATE CLUB INC
Nonprofit Organization·Whitefish