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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Rainer is an investment advisor representative with Lifeworks Advisors, LLC. Jeffrey has been in the industry since 1999 and has extensive experience in financial planning, pension consulting, and portfolio management for individuals and businesses. He has a strong understanding of insurance and wealth strategies and has previously worked with Northwestern Mutual Investment Services, LLC, Private Client Services, LLC, and AVAII Wealth Management, LLC. He has expertise in areas like retirement planning, college savings, and estate planning. Jeffrey is committed to providing personalized and comprehensive financial advice to his clients to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
09/04/2024 - Present
Lifeworks Advisors, LLC (GRAND RAPIDS MI)
WI
09/06/2018 - 12/31/2018
PRIVATE CLIENT SERVICES, LLC (APPLETON WI)
WI
03/07/2003 - 09/06/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
IL
02/20/2001 - 02/04/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
01/18/2000 - 02/16/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
05/04/1999 - 02/16/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 07/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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