Frank G. Ohara

LIFEWORKS ADVISORS

HERNDON, VA 20171

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CRD#: 1783126

Professional summary

Frank Gerald Ohara, who also goes by Francis O'hara, Frank O'hara, Francis Ohara, is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Herndon, Virginia.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Frank has worked at 10 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Francis O'hara | Frank O'hara | Francis Ohara

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.

1) Insurance Sales; same address; Non-Investment Related; Appx 5 hrs/month. 2) On a transitional basis, Mr. O'Hara will be dually registered as an Investment Advisor Representative with Kristine A. Boelte & Associates, LLC, and as an Investment Advisor Representative with Lifeworks Advisors, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Gerald Ohara'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

February 17, 2023 - Present

LIFEWORKS ADVISORS, LLC

Office #1: 2201 Cooperative Way Suite 600, Herndon, VA 20171

RIA

CRD#: 288255

HERNDON, VA

Past

November 18, 2021 - December 6, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Herndon, VA

Past

February 8, 2021 - March 2, 2023

BOELTE O'HARA WEALTH MANAGEMENT

RIA

CRD#: 281839

Herndon, VA

Past

October 11, 2019 - January 2, 2020

PACER FINANCIAL, INC.

CRD#: 137040

MALVERN, PA

Past

September 17, 2009 - April 27, 2011

PACER ADVISORS, INC.

RIA

CRD#: 137381

STERLING, VA

Past

May 28, 2008 - April 27, 2011

PACER FINANCIAL, INC.

CRD#: 137040

MALVERN, PA

Past

December 11, 2004 - February 5, 2008

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

NEW YORK CITY, NY

Past

February 20, 2002 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

June 14, 2000 - February 12, 2002

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

July 30, 1999 - April 17, 2001

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

March 4, 1988 - June 8, 1999

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

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

Virginia
(2/17/2023)

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 66

Date: 1/27/2021

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/9/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/8/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/11/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/5/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/3/1988

Investment Company Products/Variable Contracts Representative 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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Advisor Monitoring

Firm Stability Insights

Frank G. Ohara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Gerald Ohara's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

BOELTE O'HARA WEALTH MANAGEMENT

PACER FINANCIAL, INC.

PACER ADVISORS, INC.

PACER FINANCIAL, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

METLIFE INVESTORS DISTRIBUTION COMPANY

PACIFIC SELECT DISTRIBUTORS, LLC

VERAVEST INVESTMENTS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Primary Firm SEC Registration

LIFEWORKS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2021

Series 65

Date: 9/9/2009

Series 63

Date: 7/8/1988

Series 7TO

Date: 10/11/2019

SIE

Date: 9/5/2019

Series 7

Date: 9/11/2008

Series 6

Date: 3/3/1988

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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