Keith A. Severson

LIFEWORKS ADVISORS

Maple Grove, MN

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CRD#: 1764315

Professional summary

Keith Allen Severson is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Maple Grove, Minnesota.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Keith has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Allen Severson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 23, 2021 - Present

LIFEWORKS ADVISORS, LLC

RIA

CRD#: 288255

Maple Grove, MN

Past

October 10, 2018 - June 30, 2022

STRATEGIC WEALTH GROUP

RIA

CRD#: 284430

Bloomington, MN

Past

June 1, 2015 - June 2, 2017

GRIFFIN CAPITAL SECURITIES, LLC

CRD#: 37739

IRVINE, CA

Past

September 8, 2014 - May 26, 2015

NEXBANK SECURITIES INC

CRD#: 133267

DALLAS, TX

Past

September 19, 2008 - June 20, 2014

CCO CAPITAL, LLC

CRD#: 31147

PHOENIX, AZ

Past

August 16, 2007 - September 18, 2008

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

February 19, 2004 - June 16, 2006

HINES PRIVATE WEALTH SOLUTIONS LLC

CRD#: 128145

TIBURON, CA

Past

April 25, 1997 - March 4, 2004

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

March 31, 1996 - October 16, 1996

INSIGHT SECURITIES, INC.

CRD#: 5611

HIGHLAND PARK, IL

Past

April 30, 1993 - March 29, 1996

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 26, 1991 - June 23, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 2, 1988 - April 2, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 20, 1987 - February 10, 1988

WADDELL & REED

CRD#: 866

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFEWORKS ADVISORS, LLC

CRD#: 288255 / SEC#: 801-119648

RIA

Registered Investment Advisory firm - (10/14/2020 Approved)

Florida

Registered Investment Advisory firm - (10/15/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (10/20/2020 Terminated)

Michigan

Registered Investment Advisory firm - (11/12/2020 Terminated)

Texas

Registered Investment Advisory firm - (10/15/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (10/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/24/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/1995

General Securities Principal Examination

Current Firm

LIFEWORKS ADVISORS, LLC

CRD#: 288255 / SEC#: 801-119648

RIA

Registered Investment Advisory firm - (10/14/2020 Approved)

Florida

Registered Investment Advisory firm - (10/15/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (10/20/2020 Terminated)

Michigan

Registered Investment Advisory firm - (11/12/2020 Terminated)

Texas

Registered Investment Advisory firm - (10/15/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (10/15/2020 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(616) 200-6512

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIFEWORKS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (9/23/2025)

Regulatory assets under management

Total Number of Accounts	3,785
AUM (Assets Under Management)	$ 742,298,024

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith A. Severson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Allen Severson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH GROUP

GRIFFIN CAPITAL SECURITIES, LLC

NEXBANK SECURITIES INC

CCO CAPITAL, LLC

COREBRIDGE CAPITAL SERVICES, INC.

HINES PRIVATE WEALTH SOLUTIONS LLC

FEDERATED SECURITIES CORP.

INSIGHT SECURITIES, INC.

U.S. BANCORP INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

WADDELL & REED

Primary Firm SEC Registration

LIFEWORKS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2018

Series 63

Date: 11/24/1987

SIE

Date: 6/2/2017

Series 7

Date: 2/20/1988

Series 6

Date: 11/19/1987

Series 24

Date: 12/18/1995

Current Firm

LIFEWORKS ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFEWORKS ADVISORS, LLC

TRUST BUT VERIFY

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