Jennifer Kulek
Jennifer Kulek is a registered investment advisor at Lifecycle Financial Planners INC., based in Bloomfield Hills, MI, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 185 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are provided to clients with a Comprehensive Open Retainer Engagement (CORE) or a Limited Retainer Program. Lifecycle Financial Planners will evaluate your goals, objectives, time horizon, and risk tolerance to create an investment plan. Once the portfolio is created, they will supervise and rebalance it as needed.
Location
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifecycle Financial Planners INC.
Previous Registrations
Cambridge Connection INC
The Ayco Company,l.p.
State Registrations1 state
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