AdFi
SC

Scott Culver Smith Mr

Investment Adviser Representative at LIFECYCLE FINANCIAL PLANNERS INC.

Bloomfield Hills, MICRD #2576230Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/27/2014
Series 65
Uniform Investment Adviser Law Examination
Passed 8/24/2014
SIE
Securities Industry Essentials Examination
Passed 1/19/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/17/2014
Series 7
General Securities Representative Examination
Passed 2/28/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Flat Fee
Source

Lifecycle Financial Planners Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LIFECYCLE FINANCIAL PLANNERS INC.Current
1/22/2018Bloomfield Hills, MI
OLYMPIA RIDGE, LLC
6/22/20164/23/2021Rochester Hills, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LIFECYCLE FINANCIAL PLANNERS INC.

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View LIFECYCLE FINANCIAL PLANNERS INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Culver Smith Mr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.