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Kurt Allan Van dyken

Lifeworks Advisors, LLC

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About Kurt Allan Van dyken

Kurt Van Dyken is a Registered Investment Advisor representative of Lifeworks Advisors, LLC. Kurt has been in the industry since 2006 and is licensed to conduct business in Michigan and Wisconsin. Kurt has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Kurt specializes in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Kurt Van dyken 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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Kurt Van dyken’s Registration & Firm History

MI

08/15/2019 - Present

Lifeworks Advisors, LLC (GRAND RAPIDS MI)

MI

11/09/2016 - 07/13/2017

MML INVESTORS SERVICES, LLC (Grand Rapids MI)

MI

04/30/2007 - 11/30/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 04/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Allan Van dyken.
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