Unclaimed Profile

Ronald Shane Bullis

LIFEWORKS ADVISORS, LLC·GRAND RAPIDS, Michigan

Clean recordLIFEWORKS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ronald Shane Bullis is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with LIFEWORKS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LIFEWORKS ADVISORS, LLC

AUM

$422M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIFEWORKS ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5116228

Firm CRD# 288255

View on FINRA BrokerCheck →

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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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