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Thomas Carl Herin

Lifeworks Advisors, LLC

Grand Rapids, MI

CRD 6243358

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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:

Current Employers
Lifeworks Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-10
  • MI RA
    APPROVED
    Since 2025-11-10

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
Lifeworks Advisors, Llc Grand Rapids MI 12/2024 Present
Corewell Health Grand Rapids MI 08/2016 12/2024
Amway Hotel Corporation Grand Rapids MI 08/2011 08/2017
  • 12/2024 → Present
    Lifeworks Advisors, Llc
    Grand Rapids, MI
  • 08/2016 → 12/2024
    Corewell Health
    Grand Rapids, MI
  • 08/2011 → 08/2017
    Amway Hotel Corporation
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

More in Grand Rapids, MI

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