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Isaiah Peterson

Lifeworks Advisors, LLC

Grand Rapids, MI

CRD 7913215

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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 2024-10-05
  • MI RA
    APPROVED
    Since 2024-10-05

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 04/2024 Present
Burgess Concrete Moline MI 05/2019 09/2022
Grand Valley State University Allendale MI 04/2018 08/2019
Younkers Grandville MI 06/2017 06/2018
Arby's Hudsonville MI 06/2016 07/2017
Grand Valley State University Allendale MI 09/2020 04/2024
High School Jenison MI 09/2014 06/2018
  • 04/2024 → Present
    Lifeworks Advisors, Llc
    Grand Rapids, MI
  • 05/2019 → 09/2022
    Burgess Concrete
    Moline, MI
  • 04/2018 → 08/2019
    Grand Valley State University
    Allendale, MI
  • 06/2017 → 06/2018
    Younkers
    Grandville, MI
  • 06/2016 → 07/2017
    Arby's
    Hudsonville, MI
  • 09/2020 → 04/2024
    Grand Valley State University
    Allendale, MI
  • 09/2014 → 06/2018
    High School
    Jenison, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-04
  • S65 Uniform Investment Adviser Law Examination
    2024-10-04

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

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