Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Allen Severson is a financial advisor at Lifeworks Advisors, LLC. Keith has been in the industry since 1987 and is licensed to provide investment advice in Minnesota. Keith has a strong background in the financial services industry and is dedicated to providing personalized and comprehensive financial planning and investment management services to individual clients, businesses, and charitable organizations. Keith has worked with several other firms such as Griffin Capital Securities Inc., Nexbank Securities Inc., Strategic Wealth Group, Fiduciary Management Group, Inc., and Hines Real Estate Securities, Inc., among others.
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
11/23/2021 - Present
Lifeworks Advisors, LLC (GRAND RAPIDS MI)
CA
06/01/2015 - 06/02/2017
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
TX
09/08/2014 - 05/26/2015
NEXBANK SECURITIES INC (DALLAS TX)
AZ
09/19/2008 - 06/20/2014
COLE CAPITAL CORPORATION (PHOENIX AZ)
NJ
08/16/2007 - 09/18/2008
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
02/19/2004 - 06/16/2006
HINES REAL ESTATE SECURITIES, INC. (TIBURON CA)
PA
04/25/1997 - 03/04/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IL
03/31/1996 - 10/16/1996
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
MN
04/30/1993 - 03/29/1996
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NY
03/26/1991 - 06/23/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
02/02/1988 - 04/02/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
11/20/1987 - 02/10/1988
WADDELL & REED, INC.
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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