Trevor Steven Herin

Employer firm

Lifeworks Advisors, LLC CRD 288255

$967M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 11/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2013 → 11/2016
  Northwestern Mutual Investment Services, Llc
  Grand Rapids, MI
• 04/2016 → 07/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2016 → 07/2017
  Mass Mutual Life Insurance Company
  Grand Rapids, MI
• 11/2016 → 07/2017
  Mml Investors Services
  Grand Rapids, MI
• 07/2017 → Present
  Lifeworks Advisors, Llc
  Grand Rapids, MI

Previous Registrations

• 2017-02-23 → 2017-07-13
  Mml Investors Services, Llc
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

NAME: LIFEWORKS ADVISORS LLC INV REL: Y ADDR: 4095 PARK E CT SE STE C GRAND RAPIDS MI 49546 NATURE: LIFE, DI, LTC, ANNUITIES POSITION: SALES, AGENT START: 11/2016 NO HRS/MO: 180 NO HRS/MO DUR TRADING: 160.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-11
• S63 Uniform Securities Agent State Law Examination
  2014-03-31