Kurt Van Dyken (CRD# 5155067) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 16 years of experience in the finance industry.
CRD# 2030049
Stewardship Trust Advisors
CRD# 6285341
Raymond James & Associates, Inc.
CRD# 4005596
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifeworks Advisors, LLC | Grand Rapids, MI | Nov 2016 - Current | 7 |
| Mml Investors Services | Grand Rapids, MI | Nov 2016 - Jul 2017 | < 1 |
| Mass Mutual Life Insurance Company | Grand Rapids, MI | Nov 2016 - Jul 2017 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Nov 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | Grand Rapids, MI | Oct 2006 - Nov 2016 | 10 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2006 - Nov 2016 | 10 |
| Northwestern Mutual Investment Services, LLC | Grand Rapids, MI | Apr 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- MI
- WI
-
Total Assets Under Management422MILLIONS
-
Total Number of Accounts2,040ACCOUNTS
-
Average Account Value$206,781
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NH, NY, OH, SC, TN, TX, VA, WA, WI
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