Christopher J. Bowman
LIFEWORKS ADVISORS
Grand Rapids, MI 49546
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CRD#: 6169033
Professional summary
Christopher James Bowman, CFP®, who also goes by Chris Bowman, Christopher J Bowman, Christopher Bowman, is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Grand Rapids, Michigan.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Bowman | Christopher J Bowman | Christopher Bowman
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.) Rental Property; Non-investment related; Located at 324 N Maple St., Saugatuck, MI. 49453; Vacation Rental Property; Co-Owner; Since 1/12/2023; Approximately 3 hrs/month; 2.) Independent Insurance Agent; Investment related; Located at 324 N Maple St., Saugatuck, MI. 49453; Provide Life Insurance; Insurance Agent; Starting 1/12/2023; Approximately 3 hrs/month; Offer Life Insurance as needed for clients. 3.) Douglas Elementary Parent Teacher Organization; Non-investment related; Parent Teacher Assocation; Treasurer; Starting 08/11/2022; Approximately 3 hrs/month; Review budget and spending plan for PTO.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher James Bowman'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: 2019
Experience
Current
January 18, 2023 - Present
LIFEWORKS ADVISORS, LLC
Office #1: 4095 Park East Ct. Ste. C, Grand Rapids, MI 49546RIA
CRD#: 288255
Grand Rapids, MI
Past
September 9, 2020 - February 21, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
DOWNERS GROVE, IL
Past
September 9, 2020 - February 21, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
DOWNERS GROVE, IL
Past
March 3, 2016 - September 17, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
WHEATON, IL
Past
April 4, 2013 - September 17, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WHEATON, IL
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(1/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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