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ST

Sean M. Teeples

Some features on this profile are disabled
CRD#: 6066908
ST

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sean Michael Teeples was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 2014. Sean had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 5, 2017 - December 1, 2017

LIFEWORKS ADVISORS, LLC

RIA
CRD#: 288255
GRAND RAPIDS, MI
Past

December 1, 2016 - July 13, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Grand Rapids, MI
Past

July 7, 2014 - November 22, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/7/2014
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,785
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.

Company Information

LIFEWORKS ADVISORS, LLC

CRD#: 288255

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