Lifecycle Financial Planners Inc.
Lifecycle Financial Planners Inc. (CRD# 290250) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $612,045,628 in 3,892 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management612MILLION
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Total Number of Accounts3,892ACCOUNTS
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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
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.
Pamela Landy (CRD# 5837816) is an Investment Advisor Representative working at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry.
Melissa Scenga (CRD# 6459433) is an Investment Advisor Representative working at Lifecycle Financial Planners Inc. in Waterford, MI and has 1 year of experience in the finance industry.
Scott Smith (CRD# 2576230) is an Investment Advisor Representative working at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.