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Derek A Ghia

Lifeworks Advisors, LLC

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About Derek A Ghia

Derek A. Ghia is a financial advisor with Lifeworks Advisors, LLC, based in Franklin, TN. Derek has been in the industry since 2008 and holds Series 6, 7 and 66 securities licenses. Derek is a Certified Financial Planner and specializes in retirement planning, college savings, investment management and insurance. Derek also provides financial planning and wealth management services for individuals, families, and small businesses.

Firm Information

Derek Ghia 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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Derek Ghia’s Registration & Firm History

TN

01/09/2024 - Present

Lifeworks Advisors, LLC (FRANKLIN TN)

IL

03/16/2018 - 09/12/2018

FSIC (Chicago IL)

IL

08/12/2010 - 03/09/2018

MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)

IL

10/08/2008 - 04/08/2010

NEW ENGLAND SECURITIES (NORTHBROOK IL)

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Licenses & Designations

BOTH

Issued 12/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek A Ghia.
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