linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Luu

Lifeworks Advisors, LLC

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

About Kevin Luu

Kevin Luu is an Investment Advisor Representative with Lifeworks Advisors, LLC, located in Grand Rapids, Michigan. Kevin Luu provides investment advisory services to individuals, corporations, and trusts. Kevin Luu has been in the financial services industry since 2001 and has a strong background in financial planning, investment management, and retirement planning. Kevin Luu is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Kevin Luu 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.

Kevin Luu’s Registration & Firm History

MI

04/25/2023 - Present

Lifeworks Advisors, LLC (GRAND RAPIDS MI)

CA

04/12/2002 - 12/12/2011

WORLD GROUP SECURITIES, INC. (RANCHO CUCAMONGA CA)

GA

10/03/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

Not sure if Kevin Luu is right for you?

Licenses & Designations

IA

Issued 10/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Luu.
Not sure if Kevin Luu is right for you?