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Lifecycle Financial Planners Inc. CRD 290250
$672M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40950 Woodward Avenue Suite 140, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-03-22 |
Branch Locations
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifecycle Financial Planners Inc. | Bloomfield Hills | MI | 03/2018 | Present |
| Lifecycle Financial Planners | Bloomfield Hills | MI | 01/2018 | Present |
| Cambridge Connection Inc | Bloomfield Hills | MI | 01/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-18 |
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