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Carson James Grover

Lifeworks Advisors, LLC

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About Carson James Grover

Carson Grover is an investment advisor representative at Lifeworks Advisors, LLC. Carson has been in the industry for 7 years and holds Series 6, 7TO, 63 and 65 licenses. Carson previously worked at OneAmerica Securities, Inc. Carson is a registered Investment Advisor in Utah. Carson is based in Logan, Utah and also works in Grand Rapids, Michigan. Carson specializes in providing portfolio management for individuals and businesses, financial planning and pension consulting. Carson also offers selection of other advisors services.

Firm Information

Carson Grover is currently registered with Lifeworks Advisors, LLC. Lifeworks Advisors, LLC is an investment advisory firm based in Grand Rapids, Michigan. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a diverse range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations. They have over $421 million in assets under management and are registered with the SEC.
Lifeworks Advisors, LLC

4095 PARK EAST CT.

GRAND RAPIDS, MI 49546

$421.83M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carson Grover’s Registration & Firm History

UT

06/25/2024 - Present

Lifeworks Advisors, LLC (Logan UT)

UT

12/22/2016 - 04/09/2020

ONEAMERICA SECURITIES, INC. (LOGAN UT)

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Licenses & Designations

IA

Issued 03/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carson James Grover.
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