Scott Culver Smith
Investment adviser representative at Lifecycle Financial Planners Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lifecycle Financial Planners Inc.Jan 2018 to now
- Olympia Ridge, LLCJan 2018 to now
- NAMay 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lifecycle Financial Planners Inc.
$671.7MAssets managed
171Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2576230
- Firm CRD
- 290250