Jennifer Kulek
Lifecycle Financial Planners · Bloomfield Hills, Michigan
Jennifer Kulek is a fee-only financial advisor at Lifecycle Financial Planners in Bloomfield Hills, Michigan. Lifecycle Financial Planners reports charging fixed fees on its Form ADV.
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Facts
| Firm | Lifecycle Financial Planners |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $671.7M across 3,065 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5015917 |
| Exams passed | Series 66 (2010) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mylifecycleplanners.com |
How Jennifer's firm compares
- Lifecycle Financial Planners's average account is about $219,000, from its Form ADV (assets managed divided by 3,065 accounts).
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Questions about Jennifer
Is Jennifer Kulek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Lifecycle Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Lifecycle Financial Planners, reports charging fixed fees on its SEC Form ADV.
Where is Jennifer Kulek based?
Jennifer Kulek is based in Bloomfield Hills, Michigan.
Is Jennifer Kulek registered with the SEC?
Yes. Jennifer Kulek is registered as an investment adviser representative in MI (CRD 5015917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifecycle Financial Planners manage?
Lifecycle Financial Planners reports $671.7M across 3,065 accounts in assets under management.
How do I contact Jennifer Kulek?
Through Jennifer's website, www.mylifecycleplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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