Shareholder · Lifecycle Financial Planners Inc.
Melissa R. Scenga
CRD 6459433 · Named on Form ADV at one SEC-registered adviser
At a glance
Lifecycle Financial Planners Inc., an SEC-registered wealth manager based in Bloomfield Hills, MI with $672 million in regulatory assets, lists Melissa R. Scenga on its Form ADV as Shareholder, a control person.
Firms and roles
- Lifecycle Financial Planners Inc.ShareholderWealth manager · Bloomfield Hills, MI · $672M in regulatory assets
AtlasMembers
Melissa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Samuel P. ChowChief Compliance Officer, Lifecycle Financial Planners Inc.
- Pamela S. LandyShareholder, Lifecycle Financial Planners Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.