Pamela Landy
Pamela Landy is a CFP-designated registered investment advisor at Lifecycle Financial Planners INC., based in Bloomfield Hills, MI, with 15 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 185 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are provided to clients with a Comprehensive Open Retainer Engagement (CORE) or a Limited Retainer Program. Lifecycle Financial Planners will evaluate your goals, objectives, time horizon, and risk tolerance to create an investment plan. Once the portfolio is created, they will supervise and rebalance it as needed.
Contact
Pamela Landy
Location
40950 Woodward Ave Ste140, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lifecycle Financial Planners INC.
Previous Registrations
Cambridge Connection INC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams