Lifepoint Planning

Overview

Lifepoint Planning is an SEC and state registered investment adviser based in Schaumburg, IL, registered since 2018. It reports $168M in assets under management across 451 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$168M

Discretionary

94%

Accounts

451

Average account

$374K

Employees

3

Advisory reps

3

Registered since

2018

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Douglas Allen Oosterhart Founder, Chief Compliance Officer CRD 6194360

Advisory reps 3 of 3

• Aaron Ray Harris Insurance Agent · Investment Adviser Rep CRD 6123572
• Douglas Allen Oosterhart Investment Adviser Rep CRD 6194360
• Edward Matthew Perry Insurance Agent · Investment Adviser Rep CRD 6169546

Location

Headquarters

1821 Walden Office Sq Ste 400
Schaumburg, IL 60173

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC and state registered
• Registered in 7 jurisdictions
• Website: lifepointplanning.com

Every state, with registration dates

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