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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2018-05-01 |
| NC | RA | APPROVED | 2018-05-01 |
| TX | RA | APPROVED_RES | 2018-04-24 |
Branch Locations
40950 Woodward Ave Ste140, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Connection, Inc. | Bloomfield Hills | MI | 10/2002 | 12/2017 |
| Lifecycle Financial Planners Inc. | Bloomfield Hills | MI | 12/2017 | Present |
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