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LIFEGOALS FINANCIAL GROUP

LIFEGOALS FINANCIAL GROUP, INC.

CRD 130082

Visit website

215 N WATER ST, SUITE 129, OWOSSO, MI, 48867, United States

Phone

989-725-1116

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$59.4M

Discretionary AUM

$59.4M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsINDIVIDUAL TAX PREPARATION

Client types

TypeClientsAUM
Individuals163$59.4M

All web addresses on file

Official SEC filing: View on IAPD