Lifegoals Financial Group, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 130082
· Owosso, MI
· www.elifegoals.com
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ADV data as of Feb 16, 2026
- Regulatory AUM
- $59.4M
- Discretionary
- $59.4M
- Clients
- 163
- Avg AUM / client
- $364K
- Accounts
- 163
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 163 | $59.4M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Michael Zalokar | Registered representative | CFP | Dec 2010 (16y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $33.9M (57% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2026.
View current Form ADV (SEC/IAPD) ↗