RB
Ronald S. Bullis
LIFEWORKS ADVISORS
Grand Rapids, MI 49546
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CRD#: 5116228
RB
Professional summary
Ronald Shane Bullis is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Grand Rapids, Michigan.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ronald has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
Name: Ronald S. Bullis Inv rel: Y Add: 99 Monroe Ave Nw #700, Grand Rapids, MI 49503 Nature: Life and health insurance, LTC, disability, fixed annuities, P&C Position: Sales, Agent Start date: 11/10/2016 No. HR/MO: 5 No. HR/MO during sec trading: 5 (2)Name: Ella Bullis Foundation Inv rel: N Add: P.O. Box 2003, Grand Rapids, MI 49503 Nature: Board Service Position: Board Member Start date: 11/10/2016 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: Host events that raise money to support families that have been impacted by premature birth (3)Name: Traffic Squad Fund Inv rel: Y or N Add: Kent County Sheriff Department Grand Rapids, MI Nature: Volunteer unit Position: Treasurer Start date: 11/10/2016 No. HR/MO: 10 No. HR/MO during sec trading: 5
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Shane Bullis's 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®
NoneExperience
Current
August 16, 2017 - Present
LIFEWORKS ADVISORS, LLC
Office #1: 4095 Park East Ct. Ste. C, Grand Rapids, MI 49546RIA
CRD#: 288255
Grand Rapids, MI
Past
July 11, 2017 - July 19, 2017
LIFEWORKS ADVISORS, LLC
RIA
CRD#: 288255
GRAND RAPIDS, MI
Past
November 21, 2016 - July 31, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Grand Rapids, MI
Past
November 11, 2016 - July 31, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Grand Rapids, MI
Past
July 12, 2010 - September 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
GRAND RAPIDS, MI
Past
April 15, 2008 - November 30, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
GRAND RAPIDS, MI
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".
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
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)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
Michigan(8/16/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
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)Upgrade to AdvisorCheck Premium
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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
40
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 742,298,024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIFEWORKS ADVISORS, LLC
CRD#: 288255Grand Rapids, MI 49546TRUST BUT VERIFY
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