linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Alan Patterson

Lifeworks Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Alan Patterson

Christopher Patterson is a financial advisor with Lifeworks Advisors, LLC in GRAND RAPIDS, MI. Christopher has been in the financial industry since 1999. Christopher is a registered Investment Advisor Representative in Florida and Texas. Christopher has a Series 6, 63, and 65 license. Christopher's areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. Christopher also provides selection of other advisors services. Christopher is a licensed CPA and a CFP®.

Firm Information

Christopher Patterson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Patterson’s Registration & Firm History

MI

01/04/2022 - Present

Lifeworks Advisors, LLC (GRAND RAPIDS MI)

FL

06/15/2009 - 04/16/2010

H.D. VEST INVESTMENT SERVICES (PONTE VEDRA BEACH FL)

NJ

06/12/2006 - 12/23/2008

PRUCO SECURITIES, LLC. (NEWARK NJ)

MO

03/19/2001 - 07/19/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NJ

11/05/1999 - 03/13/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Christopher Alan Patterson is right for you?

Licenses & Designations

IA

Issued 04/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Alan Patterson. Review regulatory record here.
Not sure if Christopher Alan Patterson is right for you?