CRD: 290250
Lifecycle Financial Planners Inc.
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2017
- Office Locations
- 2
Office Locations
About Lifecycle Financial Planners Inc.
Lifecycle Financial Planners is a Bloomfield Hills, MI wealth management and financial planning firm offering a Lifecycle Financial Assessment as an entry point and ongoing retainer planning. Services include retirement analysis, tax and estate planning, insurance review, business planning, and asset-allocation/investment strategy guidance. Investment work spans ETFs, mutual funds, fixed income and annuities, with socially responsible options; custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PAMELA Sue LANDY
Certified Financial Planner
- CRD
- #5837816
- Ownership
- 50% but less than 75%
MELISSA ROSE SCENGA
Senior Advisor
- CRD
- #6459433
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JENNIFER MICHELLE KULEK
--
- CRD
- #5015917
SCOTT CULVER SMITH MR
--
- CRD
- #2576230
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $475,204,838 | $266,669 |
| Non-Discretionary | $196,525,594 | $153,177 |
| Total | $671,730,432 | $219,162 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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