RIA Intel›Advisers›Iowa›LIFESTYLES INVESTMENT STRATEGIES, INC

LIFESTYLES INVESTMENT STRATEGIES, INC

Advisory

IA

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$296K

across 95 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

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LAINE LARRY DONALD

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$26M

FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC

$32M

BALLHEIM FINANCIAL LLC

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