Best Investors Account Sign in
Inactive

Kurt Allan Van Dyken

Lifeworks Advisors, LLC

Grand Rapids, MI

CRD 5155067

Claim This Profile
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
WI RA APPROVED 2019-08-15
MI RA APPROVED 2017-07-03
  • WI RA
    APPROVED
    Since 2019-08-15
  • MI RA
    APPROVED
    Since 2017-07-03

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
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2006 11/2016
Northwestern Mutual Investment Services, Llc Grand Rapids MI 10/2006 11/2016
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 11/2016
Mass Mutual Life Insurance Company Grand Rapids MI 11/2016 07/2017
Mml Investors Services Grand Rapids MI 11/2016 07/2017
Lifeworks Advisors, Llc Grand Rapids MI 11/2016 Present
  • 05/2006 → 11/2016
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2006 → 11/2016
    Grand Rapids, MI
  • 01/2016 → 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
  • 11/2016 → Present
    Grand Rapids, MI
Previous Registrations
Other Businesses

Name: Kurt Van Dyken Inv rel: Y Add: 4095 Park E. Ct NE Grand Rapids, MI. 49546 Nature: Life and health insurance, long term care, disability, and fixed annuities sales Position: Sales Start date: 11/09/2016 No. HR/MO: 1 No. HR/MO during sec trading: 1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-02
S63 Uniform Securities Agent State Law Examination 2007-06-13
  • S65 Uniform Investment Adviser Law Examination
    2012-04-02
  • S63 Uniform Securities Agent State Law Examination
    2007-06-13

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Grand Rapids, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor