LifePlan Group: Detailed Company Information & Corporate Profile
Contact top employees from
LifePlan Group
Summary
LifePlan Group is a private company. The business currently specializes in Financial Services area. LifePlan Group's headquarter is located at Raleigh, North Carolina, USA. The number of employees is at least 25. Register with SignalHire to connect with LifePlan Group employees and management.
| LifePlan Group Website | lifeplangroup.com |
| Phone Number | 1-402-598-2167 |
| Industries | |
| LifePlan Group Headquarters address | 7201 Creedmoor Rd, Raleigh, North Carolina, 27613 US |
| Company Size | 1-10 employees |
| Specialties | Wealth Management, Retirement Income Planning, Tax Planning, Estate Planning |
| SIC Code | 7380 |
| DMA Code | Research Triangle |
| Founded | 2003 |
| Estimated Annual Revenue | $1 - 10M |
| Operating Status | Independent Company |
| Updated: | 2026-04-20 |
Workforce Turnover
Length of Employment
LifePlan Group's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 3 to 4 years40% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 years20% have been with the company for more than 11 yearsContact top employees from
LifePlan Group
Alex SutherlandPresident; Investment Advisor
Allison Filbert CouzensDirector of Client Relations
Ken SutherlandFounder and Investment Advisor
Brooks NicholsParaplanner
Kendall NickelMarketing Manager
Alberto SanchezClient Service Manager
Rob WilsonInvestment Advisor
Ryan WahlersClient Service Associate
Companies Similar to LifePlan Group
LifePlan Group Corporate Information: FAQ
LifePlan Group operates in the Finance industries. More details can be found on the official website: lifeplangroup.com.
LifePlan Group has offices located in Raleigh, US.
The headquarters of LifePlan Group are located in Raleigh, United States.
You can contact LifePlan Group by phone at 1-402-598-2167.
LifePlan Group currently employs 1-10 people.
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