Unclaimed Profile

Ronald Shane Bullis

LIFEWORKS ADVISORS, LLC·GRAND RAPIDS, Michigan

SIE, Series 7, Series 66Clean record16 years registeredLIFEWORKS ADVISORS, LLC

4095 PARK EAST CT., GRAND RAPIDS, MI 49546CRD# 5116228Firm CRD# 288255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Shane Bullis · GRAND RAPIDS, MI

Registration

CRD #5116228 · LIFEWORKS ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

LIFEWORKS ADVISORS, LLC

Aug 2017 – present

LIFEWORKS ADVISORS, LLC

Jul 2017 – Jul 2017

GRAND RAPIDS, MI

MML INVESTORS SERVICES, LLC

Nov 2016 – Jul 2017

Grand Rapids, MI

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jul 2010 – Sep 2016

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEWORKS ADVISORS, LLC

CRD 288255 · SEC 801-119648

AUM

$422M

Regulatory assets under management

Employees

2,040 client accounts

Services offered by LIFEWORKS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEWORKS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Shane Bullis offer?

Ronald Shane Bullis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Ronald Shane Bullis's credentials?

Ronald Shane Bullis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Shane Bullis located?

Ronald Shane Bullis is based in GRAND RAPIDS, Michigan, working with LIFEWORKS ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Ronald Shane Bullis charge for services?

Ronald Shane Bullis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFEWORKS ADVISORS, LLC?

LIFEWORKS ADVISORS, LLC has approximately 32 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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