Jennifer M. Kulek

LIFECYCLE FINANCIAL PLANNERS

Bloomfield Hills, MI 48304

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CRD#: 5015917

Professional summary

Jennifer Michelle Kulek is a registered financial advisor currently at LIFECYCLE FINANCIAL PLANNERS INC. located in Bloomfield Hills, Michigan.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Michelle Kulek's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 22, 2018 - Present

LIFECYCLE FINANCIAL PLANNERS INC.

Office #1: 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304

RIA

CRD#: 290250

Bloomfield Hills, MI

Past

March 3, 2016 - March 30, 2018

CAMBRIDGE CONNECTION INC

RIA

CRD#: 112086

BLOOMFIELD HILLS, MI

Past

June 25, 2010 - January 29, 2016

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

TROY, MI

Past

November 24, 2005 - January 29, 2016

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

TROY, MI

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.

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
(3/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/18/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2005

General Securities Representative Examination

Current Firm

LIFECYCLE FINANCIAL PLANNERS INC.

CRD#: 290250 / SEC#: 801-112138

RIA

Registered Investment Advisory firm - (12/12/2017 Approved)

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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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-LIFECYCLE FINANCIAL PLANNERS INC. (3/16/2025)

Regulatory assets under management

Total Number of Accounts	3,811
AUM (Assets Under Management)	$ 626,400,267

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer M. Kulek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Michelle Kulek's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFECYCLE FINANCIAL PLANNERS INC.

CAMBRIDGE CONNECTION INC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

LIFECYCLE FINANCIAL PLANNERS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2010

SIE

Date: 1/29/2016

Series 7

Date: 11/23/2005

Current Firm

LIFECYCLE FINANCIAL PLANNERS INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFECYCLE FINANCIAL PLANNERS INC.

TRUST BUT VERIFY

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