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  5. LIFESTAGE WEALTH MANAGEMENT, LLC

LIFESTAGE WEALTH MANAGEMENT, LLC

Company Details

Name: LIFESTAGE WEALTH MANAGEMENT, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 23 Jan 2004 (21 years ago)
Company Number: 94f161b0-87d4-e011-a886-001ec94ffe7f
File Number: 768585-2
Registered Office Address: 11100 Wayzata Blvd #510, Mtka, MN 55305, USA
Principal Executive Office Address: 11100 Wayzata Boulevard, Suite 510, Minnetonka, MN 55305, USA
ZIP code: 55305
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2022 593784515 2023-04-03 LIFESTAGE WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BLVD SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2023-04-03
Name of individual signing BRUCE KUEHL
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2021 593784515 2022-07-08 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BOULEVARD, SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2022-07-08
Name of individual signing LEAH SCHMITZ
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2020 593784515 2021-07-08 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BOULEVARD, SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2019 593784515 2020-07-22 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BOULEVARD, SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2018 593784515 2019-07-18 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BOULEVARD, SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2019-07-18
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2017 593784515 2018-07-18 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BOULEVARD, SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2016 593784515 2017-07-24 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BLVD SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2017-07-24
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2015 593784515 2016-07-25 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BLVD SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2016-07-25
Name of individual signing BRUCE KUEHL
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2014 593784515 2015-07-22 LIFESTAGE WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BLVD SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2015-07-13
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-22
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
LIFESTAGE WEALTH MANAGEMENT LLC RETIREMENT TRUST 2013 593784515 2014-07-23 LIFESTAGE WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-09-01
Business code 523900
Sponsor’s telephone number 7635428884
Plan sponsor’s address 11100 WAYZATA BLVD SUITE 510, MINNETONKA, MN, 55305

Signature of
Role Plan administrator
Date 2014-07-23
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-23
Name of individual signing APRIL BJORKLUND
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Bruce Kuehl Manager 11100 Wayzata Boulevard, Suite 510, Minnetonka, MN 55305, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2007-11-16
Original Filing - Limited Liability Company (Domestic) 2004-01-23
Limited Liability Company (Domestic) Business Name (Business Name: LIFESTAGE WEALTH MANAGEMENT, LLC) 2004-01-23

Related by officers

No related officers

Related by address

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Date of last update: 23 Dec 2024

Sources: Minnesota's Official State Website

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