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Christopher Matthew Gervat

Lifeworks Advisors, LLC

Grand Rapids, MI

CRD 6757767

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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
TX RA APPROVED 2020-09-21
MI RA APPROVED 2020-08-06
  • TX RA
    APPROVED
    Since 2020-09-21
  • MI RA
    APPROVED
    Since 2020-08-06

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
True Lacrosse Llc Grand Rapids MI 06/2012 02/2017
Baird Grand Rapids MI 02/2017 08/2020
Lifeworks Advisors, Llc Grand Rapids MI 08/2020 Present
  • 06/2012 → 02/2017
    True Lacrosse Llc
    Grand Rapids, MI
  • 02/2017 → 08/2020
    Baird
    Grand Rapids, MI
  • 08/2020 → Present
    Lifeworks Advisors, Llc
    Grand Rapids, MI
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT; SAME LOCATION

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-02
  • S66 Uniform Combined State Law Examination
    2017-06-02
Other Names
  • Chris Gervat
  • Christopher M Gervat
  • Christopher Gervat

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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