Financial ADVSR advisor directory · SEC adviser records
Lifeworks Advisors, LLC financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Lifeworks Advisors, LLC office in Grand Rapids, A to Z.
23 registered advisors work at Lifeworks Advisors, LLC in Grand Rapids, out of 37 at the firm nationwide; it ranks number 13 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Lifeworks Advisors, LLC advisors in Grand Rapids, A to Z
Every Lifeworks Advisors, LLC advisor →- Christopher J. BowmanCertified Financial Planner
- Ronald S. BullisInvestment adviser rep
- Michael DemkiwInvestment adviser rep
- Michael J. ForneyCertified Financial Planner
- Mark G. HemenwayCertified Financial Planner
- Thomas C. HerinInvestment adviser rep
- Trevor S. HerinInvestment adviser rep
- Alexandra A. KennedyCertified Financial Planner
- Kevin LuuInvestment adviser rep
- Alex A. Mathe-CathalaInvestment adviser rep
- Christopher V. MercerInvestment adviser rep
- Matthew B. MullowneyInvestment adviser rep
- Eric D. OliveroCertified Financial Planner
- Isaiah PetersonInvestment adviser rep
- Joseph D. PetrelliInvestment adviser rep
- Isaac R. PinedaInvestment adviser rep
- Keith A. SeversonInvestment adviser rep
- James L. SmithInvestment adviser rep
- Todd S. SmithCertified Financial Planner, Chartered Financial Consultant
- Robert M. SweasCertified Financial Planner
- Kurt A. Van DykenInvestment adviser rep
- Aaron T. WilliamsInvestment adviser rep
- David S. ZollerInvestment adviser rep
Lifeworks Advisors, LLC advisors in every city and state →Lifeworks Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lifeworks Advisors, LLC advisors in other cities
Brea, CA 2Austin, TX 1Bozeman, MT 1El Dorado Hills, CA 1Franklin, TN 1Herndon, VA 1Indianapolis, IN 1Laguna Beach, CA 1Laurel, MD 1Nashville, TN 1San Francisco, CA 1Scottsdale, AZ 1Toledo, OH 1
Other firms in Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24
Questions
How many financial advisors does Lifeworks Advisors, LLC have in Grand Rapids?
23 investment adviser representatives are registered at Lifeworks Advisors, LLC offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Lifeworks Advisors, LLC one of the largest advisor employers in Grand Rapids?
Lifeworks Advisors, LLC ranks number 13 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.
How do I check a Lifeworks Advisors, LLC advisor in Grand Rapids?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lifeworks Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.