LIFECYCLE FINANCIAL PLANNERS INC.
CRD #290250 SEC #801-112138 BLOOMFIELD HILLS, MI 248-737-7090
SEC Registered
Total AUM
$626.4M
Discretionary
$449.1M
Employees
9
Clients
101
Accounts
3,811
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Chow, Samuel, Pak-Sum | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| LANDY, PAMELA, S. | I | SHAREHOLDER | D | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
| SCENGA, MELISSA, ROSE | I | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Mar 16, 2025 REGISTERED
Notice Filings (6)
CA FL LA MI NC TX
Address
40950 WOODWARD AVENUESUITE 140
BLOOMFIELD HILLS, MI 48304
United States
Phone: 248-737-7090