Lifecycle Financial Planners Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 290250
- SEC number
- 801-112138
- Firm type
- RIA
- Assets under management
- $671.7M as of Mar 23, 2026
- Website
- www.mylifecycleplanners.com ↗
- Phone
- 248-737-7090
- Address
- 40950 Woodward Avenue, Bloomfield Hills, MI, 48304
Advisors at this firm
4 in our index · page 1 of 1
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Jennifer Michelle KulekCRD 5015917 · Bloomfield Hills, MIIA Registered
-
Pamela Sue LandyCRD 5837816 · Bloomfield Hills, MIIA Registered
-
Melissa Rose ScengaCRD 6459433 · Bloomfield Hills, MIIA Registered
-
Scott Culver SmithCRD 2576230 · Bloomfield Hills, MIIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 290250 ↗
FINRA BrokerCheck record for firm CRD 290250 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.