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Philip Telpner

Lifeworks Advisors, LLC

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About Philip Telpner

Philip Telpner is a financial advisor at Lifeworks Advisors, LLC. Philip has been in the financial services industry for over 20 years and has a strong track record of helping clients achieve their financial goals. Philip is committed to providing his clients with personalized financial advice and strategies.

Firm Information

Philip Telpner 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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Philip Telpner’s Registration & Firm History

IL

01/09/2023 - Present

Lifeworks Advisors, LLC (Glenview IL)

IL

07/06/2017 - 07/27/2020

J.P. MORGAN SECURITIES LLC (NILES IL)

IL

08/03/2015 - 06/27/2017

MORGAN STANLEY (DEERFIELD IL)

NY

09/23/2004 - 08/14/2015

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

07/18/2000 - 02/04/2003

SCHONFELD SECURITIES, LLC (JERICHO NY)

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Licenses & Designations

BOTH

Issued 09/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Telpner.
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