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40950 Woodward Avenue Suite 140, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-01-22 |
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 |
|---|---|---|---|---|
| Olympia Ridge, Llc | Rochester Hills | MI | 01/2018 | Present |
| Lifecycle Financial Planners Inc. | Waterford | MI | 01/2018 | Present |
| Na | Rochester Hills | MI | 05/2016 | 01/2018 |
Scott Smith also provides consulting advice to other Fee-Only Financial Planners/Advisors. This activity accounts for 10% of Scott's time. Scott Culver Smith is an investment adviser representative with another firm. From time to time, he will offer clients advice or products from this activity. Lifecycle Financial Planners Inc. always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Lifecycle Financial Planners Inc. in such individual's outside capacity. Scott Culver Smith is the Principal and Senior Advisor for Olympia Ridge, LLC which is a Registered Investment Advisory firm in Rochester Hills, MI. In addition to Olympia Ridge, He also provide outside business consulting services to other Registered Investment Advisor firms on an hourly basis
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-24 |
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