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Trevor Steven Herin

Lifeworks Advisors, LLC

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About Trevor Steven Herin

Trevor Steven Herin is an investment advisor representative with Lifeworks Advisors, LLC. Trevor has been in the financial industry since 2013 and is registered with the state of Michigan. Trevor has a Series 6, Series 63 and Series 65 license. Trevor has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Trevor specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Trevor Herin 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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Trevor Herin’s Registration & Firm History

MI

06/06/2022 - Present

Lifeworks Advisors, LLC (GRAND RAPIDS MI)

MI

11/11/2016 - 07/13/2017

MML INVESTORS SERVICES, LLC (Grand Rapids MI)

MI

11/04/2013 - 11/10/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 02/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Steven Herin.
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