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Keith Allen Severson

Lifeworks Advisors, LLC

Grand Rapids, MI

Maple Grove, MN

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Current Employers
Lifeworks Advisors, Llc

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-11-23
  • MN RA
    APPROVED
    Since 2021-11-23

Branch Locations

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Maple Grove, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Griffin Capital Securities Inc. Phoenix AZ 06/2015 06/2017
Strategic Wealth Group Registered Investment Advisor, Llc Eden Prairie MN 10/2018 06/2022
Fiduciary Management Group, Inc. Edina MN 03/2018 06/2022
Unemployed Maple Grove MN 07/2017 02/2018
Lifeworks Advisors, Llc Maple Grove MN 11/2021 Present
  • 06/2015 → 06/2017
    Griffin Capital Securities Inc.
    Phoenix, AZ
  • 10/2018 → 06/2022
    Strategic Wealth Group Registered Investment Advisor, Llc
    Eden Prairie, MN
  • 03/2018 → 06/2022
    Fiduciary Management Group, Inc.
    Edina, MN
  • 07/2017 → 02/2018
    Unemployed
    Maple Grove, MN
  • 11/2021 → Present
    Lifeworks Advisors, Llc
    Maple Grove, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-21
S63 Uniform Securities Agent State Law Examination 1987-11-24
  • S65 Uniform Investment Adviser Law Examination
    2018-09-21
  • S63 Uniform Securities Agent State Law Examination
    1987-11-24

View on SEC IAPD

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