Scott C. Smith
LIFECYCLE FINANCIAL PLANNERS
Bloomfield Hills, MI 48304
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CRD#: 2576230
Professional summary
Scott Culver Smith MR, CFP®, who also goes by Scott Culver Smith, is a registered financial advisor currently at LIFECYCLE FINANCIAL PLANNERS INC. located in Bloomfield Hills, Michigan.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Scott has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.
Biography
Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. Scott believes that finances should function within each client’s unique situation and does not believe you can give all clients the same cookie cutter advice. When not working you will find Scott spending time with his family traveling, reading military history, or at a car show.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Insurance Planning
Tax Planning
Debt Management
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Hourly
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
Scott Culver Smith
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view Scott Culver Smith MR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
January 22, 2018 - Present
LIFECYCLE FINANCIAL PLANNERS INC.
Office #1: 40950 Woodward Avenue Suite 140, Bloomfield Hills, MI 48304RIA
CRD#: 290250
Bloomfield Hills, MI
Past
June 22, 2016 - April 23, 2021
OLYMPIA RIDGE, LLC
RIA
CRD#: 283892
ROCHESTER HILLS, MI
Past
November 17, 2014 - January 19, 2016
TRIAD ADVISORS LLC
BD
CRD#: 25803
WATERFORD, MI
Past
March 1, 1995 - June 22, 1995
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LIFECYCLE FINANCIAL PLANNERS INC.
LIFECYCLE FINANCIAL PLANNERS INC.
CRD#: 290250 / SEC#: 801-112138
RIA
Registered Investment Advisory firm - (12/12/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/22/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LIFECYCLE FINANCIAL PLANNERS INC.
LIFECYCLE FINANCIAL PLANNERS INC.
CRD#: 290250 / SEC#: 801-112138
RIA
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Contact information
Main Address
40950 Woodward Avenue Suite 140, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 737-7090
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,811 |
| AUM (Assets Under Management) | $ 626,400,267 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
