Best Investors Account Sign in
Inactive

Eric David Olivero

Lifeworks Advisors, LLC

Grand Rapids, MI

Claim This Profile
Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-04
MI RA APPROVED 2018-08-17
  • TX RA
    APPROVED_RES
    Since 2021-03-04
  • MI RA
    APPROVED
    Since 2018-08-17

Branch Locations

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • 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
University Christian Outreach Grand Rapids MI 08/2014 05/2018
Lifeworks Advisors, Llc Grand Rapids MI 06/2018 Present
  • 08/2014 → 05/2018
    University Christian Outreach
    Grand Rapids, MI
  • 06/2018 → Present
    Lifeworks Advisors, Llc
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-15
  • S65 Uniform Investment Adviser Law Examination
    2018-08-15
Designations

View on SEC IAPD

Other Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
STRATEGIC NAVIGATORS PRIVATE WEALTH
ADVISOR 123 LLC
ASPIRE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor