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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-18 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
102 S Tejon St Suite 1100, Colorado Springs, CO 80903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisers Investment Management, Inc. | Colorado Springs | CO | 05/2010 | 07/2017 |
| Level 5 Financial, Llc | Colorado Springs | CO | 01/2014 | 09/2024 |
| Lifeworks Advisors, Llc | Colorado Springs | CO | 06/2024 | Present |
1) Licensed insurance agent; Investment-related; 102 S Tejon St, Suite 1100, Colorado Springs, CO 80903; Insurance sales; Recommendation of insurance products; Approx. 5% of time per month 2) Level 5 Family Office, LLC and Level 5 Growth Strategies, LLC; Not investment-related; 102 S Tejon St, Suite 1100, Colorado Springs, CO 80903; President and CEO; Financial planning services; Provision of risk management solutions; Start date: 04/2022; Hours/month: 8 3) Unity Spiritual Center of the Rockies; Not-investment related; 1945 Mesa Rd, , Colorado Springs, CO. 80904; Board member; Treasurer; Financial and business consulting advice; Start date: 03/2024; Hours/month: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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