Trevor S. Herin
LIFEWORKS ADVISORS
Grand Rapids, MI 49546
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CRD#: 6062864
Professional summary
Trevor Steven Herin, CFP®, ChFC® is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Grand Rapids, Michigan.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Trevor has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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: LIFEWORKS ADVISORS LLC INV REL: Y ADDR: 4095 PARK E CT SE STE C GRAND RAPIDS MI 49546 NATURE: LIFE, DI, LTC, ANNUITIES POSITION: SALES, AGENT START: 11/2016 NO HRS/MO: 180 NO HRS/MO DUR TRADING: 160.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Steven Herin'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®
CFP®
Start date: 2018
Experience
Current
June 30, 2017 - Present
LIFEWORKS ADVISORS, LLC
Office #1: 4095 Park East Ct. Ste. C, Grand Rapids, MI 49546RIA
CRD#: 288255
Grand Rapids, MI
Past
February 23, 2017 - July 13, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Grand Rapids, MI
Past
November 11, 2016 - July 13, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Grand Rapids, MI
Past
November 4, 2013 - November 10, 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(4/3/2024)
IAR
Texas(6/6/2022)
Exams
State Security Law Exam
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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Company Information
LIFEWORKS ADVISORS, LLC
CRD#: 288255Grand Rapids, MI 49546TRUST BUT VERIFY
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