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Todd Stephen Smith

Lifeworks Advisors, LLC

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About Todd Stephen Smith

Todd Stephen Smith is a financial advisor with over 25 years of experience. Todd is a Certified Financial Planner™ and Chartered Financial Consultant. Todd Smith is currently registered as an investment advisor representative with Lifeworks Advisors, LLC and is licensed in Colorado and Texas. Todd has previously worked with Vanguard Marketing Corporation and Prudential Securities Incorporated. Todd Smith specializes in providing financial planning and investment management services for individuals, families, and businesses.

Firm Information

Todd Smith 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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Todd Smith’s Registration & Firm History

CO

06/18/2024 - Present

Lifeworks Advisors, LLC (Colorado Springs CO)

PA

12/03/1999 - 02/17/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

NY

10/17/1997 - 06/24/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/04/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Todd Stephen Smith. Review regulatory record here.
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