Pamela S. Landy

LIFECYCLE FINANCIAL PLANNERS

BLOOMFIELD HILLS, MI 48304

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CRD#: 5837816

Professional summary

Pamela Sue Landy, CFP®, who also goes by Pamela S. Landy, Pamela S. Lash, is a registered financial advisor currently at LIFECYCLE FINANCIAL PLANNERS INC. located in Bloomfield Hills, Michigan.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Pamela has worked at 2 firms .

Question & Answer

What are your service offerings?

Debt Management

Divorce Planning

Employee and Employer Plan Ben...

Business Succession Planning

Budgeting

Tax Planning

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Education Planning

Retirement Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Pamela S. Landy | Pamela S. Lash

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 Pamela Sue Landy'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

April 23, 2018 - Present

LIFECYCLE FINANCIAL PLANNERS INC.

Office #1: 40950 Woodward Ave Ste140, Bloomfield Hills, MI 48304

RIA

CRD#: 290250

BLOOMFIELD HILLS, MI

Past

September 14, 2010 - March 30, 2018

CAMBRIDGE CONNECTION INC

RIA

CRD#: 112086

BLOOMFIELD HILLS, 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

California
(5/1/2018)

IAR

Florida
(6/19/2018)

IAR

Louisiana
(5/1/2018)

IAR

Michigan
(4/23/2018)

IAR

North Carolina
(5/1/2018)

IAR

Texas
(4/23/2018)

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

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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Pamela S. Landy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Sue Landy's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFECYCLE FINANCIAL PLANNERS INC.

CAMBRIDGE CONNECTION INC

Primary Firm SEC Registration

LIFECYCLE FINANCIAL PLANNERS INC.

State Registrations and Notice Filings

Exams

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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