Life, Inc. Retirement Services
- Regulatory AUM
- $91.6M
- Discretionary
- $18.7M
- Clients
- 229
- Avg AUM / client
- $400K
- Accounts
- 240
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $18.7M | 20.5% |
| Pension and profit sharing plans | 140 | $72.8M | 79.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Boyum & Barenscheer Pllp Profit Sharing Plan Boyum & Barenscheer, Pllp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Russell Neff | Registered representative | Nov 2014 (12y) | ||
| Brian Cornell Anderson | Registered representative | Sep 2019 (7y) | ||
| Matthew James Ruttenberg | Registered representative | Nov 2019 (7y) | ||
| Kurt Steven Altrichter | Registered representative | Nov 2020 (6y) | ||
| Jaya Prakash Gadela | Registered representative | Aug 2025 (1y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Boyum & Barenscheer Pllp Profit Sharing Plan | Boyum & Barenscheer, Pllp | 119 | $24.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.11 MB | 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Stancorp Equities, Inc. $23.9M (26% of AUM) Mar 2026
- Charles Schwab & Co. $9.4M (10% of AUM) Mar 2026
- Alerus Financial $8.0M (9% of AUM) Mar 2026
- Adp Broker Dealer, Inc. $7.3M (8% of AUM) Mar 2026
- T. Rowe Price Investment Services, Inc. $6.9M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗