Jennifer Kulek (CRD# 5015917) is an Investment Advisor Representative working at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifecycle Financial Planners Inc. | Bloomfield Hills, MI | Mar 2018 - Current | 6 |
| Lifecycle Financial Planners | Bloomfield Hills, MI | Jan 2018 - Current | 6 |
| Cambridge Connection Inc. | Bloomfield Hills, MI | Jan 2016 - Dec 2017 | 1 |
| Mercer Allied Company LP | Troy, MI | Mar 2004 - Jan 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- MI
-
Total Assets Under Management612MILLIONS
-
Total Number of Accounts3,892ACCOUNTS
-
Average Account Value$157,257
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, FL, LA, MI, NC, TX
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