Ronald Shane Bullis

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

• 02/2008 → 11/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2008 → 11/2016
  Northwestern Mutual Investment Services, Llc
  Grand Rapids, MI
• 08/2015 → 11/2016
  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
• 04/2017 → Present
  Lifeworks Advisors, Llc
  Grand Rapids, MI

Previous Registrations

• 2016-11-21 → 2017-07-31
  Mml Investors Services, Llc
  Grand Rapids, MI
  Grand Rapids, MI
• 2010-07-12 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Grand Rapids, MI

Other Businesses

Name: Ronald S. Bullis Inv rel: Y Add: 99 Monroe Ave Nw #700, Grand Rapids, MI 49503 Nature: Life and health insurance, LTC, disability, fixed annuities, P&C Position: Sales, Agent Start date: 11/10/2016 No. HR/MO: 5 No. HR/MO during sec trading: 5 (2)Name: Ella Bullis Foundation Inv rel: N Add: P.O. Box 2003, Grand Rapids, MI 49503 Nature: Board Service Position: Board Member Start date: 11/10/2016 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: Host events that raise money to support families that have been impacted by premature birth (3)Name: Traffic Squad Fund Inv rel: Y or N Add: Kent County Sheriff Department Grand Rapids, MI Nature: Volunteer unit Position: Treasurer Start date: 11/10/2016 No. HR/MO: 10 No. HR/MO during sec trading: 5

Exams

• S66 Uniform Combined State Law Examination
  2008-06-09