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).

Current Firm Details
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304
https://www.mylifecycleplanners.com
By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    3,892
    ACCOUNTS
  • Average Account Value
    $157,257
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI, NC, TX

Financial Advisors at Lifecycle Financial Planners Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jennifer Kulek, financial advisor Bloomfield Hills MI
Jennifer M. Kulek
CRD#: 5015917
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304

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.

2
Pamela Landy, financial advisor Bloomfield Hills MI
Pamela S. Landy
CRD#: 5837816
40950 Woodward Ave Ste140, Bloomfield Hills, MI 48304

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.

3
Melissa Scenga, financial advisor Waterford MI
Melissa R. Scenga
CRD#: 6459433
3559 Port Cove Drive Unit 28, Waterford, MI 48328

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.

4
Scott Smith, financial advisor Bloomfield Hills MI
Scott C. Smith
CRD#: 2576230
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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