Jennifer Kulek has been an investment adviser representative at Lifecycle Financial Planners since March 2018, and is not listed among the firm’s executive officers or direct owners.
Lifecycle Financial Planners Inc. is a Bloomfield Hills, MI firm with $672M under management, 171 clients and 9 advisers in one office, as of its March 2026 filing.
Jennifer Kulek’s longest registration is the current one, 8 years at Lifecycle Financial Planners since 2018. Before joining Lifecycle Financial Planners in 2018, Jennifer Kulek was registered through Cambridge Connection Inc and The Ayco Company,l.p.
- – present · 8 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 290250
- Cambridge Connection Inc– · 2 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 112086
- The Ayco Company,l.p.– · 5 yearsTroy, MI · Adviser representative · Firm CRD 106693
Investment adviser representative registrations
Jennifer Kulek is registered as an investment adviser representative in Michigan, since March 2018.
- MichiganSince 22 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 May 2010 |
| Series 7 | General Securities Representative Examination | 23 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Michelle Kulek
- CRD
- 5015917
- Firm
- Lifecycle Financial Planners · CRD 290250
- Office
- 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Kulek work?
Jennifer Kulek is an investment adviser representative registered through Lifecycle Financial Planners Inc. since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Kulek a financial advisor?
Yes. Jennifer Kulek has a current investment-adviser registration in Michigan, through Lifecycle Financial Planners since March 2018.
How many years of experience does Jennifer Kulek have?
Jennifer Kulek has 16 years in the financial industry, since July 2010, across 3 adviser firms.
What exams has Jennifer Kulek passed?
Jennifer Kulek has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2005. FINRA credited Jennifer Kulek with the SIE, which began in October 2018.
Where did Jennifer Kulek work before Lifecycle Financial Planners?
Before Lifecycle Financial Planners, Jennifer Kulek was registered through The Ayco Company,l.p., June 2010 to January 2016.
Where is Jennifer Kulek based?
Jennifer Kulek’s registered office is in Bloomfield Hills, MI.
Is Jennifer Kulek registered with FINRA?
No. Jennifer Kulek has no current broker registration.
How can I verify Jennifer Kulek’s record?
Search CRD 5015917 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Kulek’s full registration record.