Lifeworks Advisors, LLC

Lifeworks Advisors, LLC (CRD# 288255) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $421,833,413 in 2,040 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
4095 Park East Ct., Ste. C, Grand Rapids, MI 49546
https://brightadvisers.com/
By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    2,040
    ACCOUNTS
  • Average Account Value
    $206,781
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NH, NY, OH, SC, TN, TX, VA, WA, WI

Financial Advisors at Lifeworks Advisors, LLC
Showing 11 - 16 of 16 top financial advisors.
11
Keith Severson, financial advisor Grand Rapids MI
Keith A. Severson
CRD#: 1764315
4095 Park East Ct., Ste. C, Grand Rapids, MI 49546

Keith Severson (CRD# 1764315) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 36 years of experience in the finance industry.

12
Philip Telpner, financial advisor Glenview IL
Philip Telpner
CRD#: 4200379
2700 Patriot, Suite 2700, Glenview, IL 60026

Philip Telpner (CRD# 4200379) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Glenview, IL and has over 23 years of experience in the finance industry.

13
Kurt Van Dyken, financial advisor Grand Rapids MI
Kurt A. Van Dyken
CRD#: 5155067
4095 Park East Ct., Ste. C, Grand Rapids, MI 49546

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.

14
Alex Mathe-Cathala, financial advisor Grand Rapids MI
Alex A. Mathe-Cathala
CRD#: 7357471
4095 Park East Ct., Ste. C, Grand Rapids, MI 49546

Alex Mathe-Cathala (CRD# 7357471) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.

15
Frank Ohara, financial advisor Grand Rapids MI
Frank G. Ohara
CRD#: 1783126
4095 Park East Ct., Ste. C, Grand Rapids, MI 49546

Frank Ohara (CRD# 1783126) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 35 years of experience in the finance industry.

16
Brandyn Polmateer, financial advisor Grand Rapids MI
Brandyn T. Polmateer
CRD#: 6448824
4095 Park East Ct., Ste. C, Grand Rapids, MI 49546

Brandyn Polmateer (CRD# 6448824) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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