Aaron Williams has been an investment adviser representative at Lifeworks Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Aaron Williams’ longest registration was 10 years at Brookstone Wealth Advisors, LLC (2015–2026). Before joining Lifeworks Advisors in 2026, Aaron Williams was registered through Brookstone Wealth Advisors, LLC.
- Lifeworks Advisors, LLCCurrent– present · under a yearAustin, TX · Adviser representative · Firm CRD 288255
- Brookstone Wealth Advisors, LLC– · 10 yearsAustin, TX · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Aaron Williams is registered as an investment adviser representative in Texas, since February 2026.
- TexasSince 4 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aaron Thell Williams
- CRD
- 6470453
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 6500 RIVER PLACE BLVD, BUILDING 7, SUITE, Austin, TX 78730
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Aaron Williams work?
Aaron Williams is an investment adviser representative registered through Lifeworks Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Williams a financial advisor?
Yes. Aaron Williams has a current investment-adviser registration in Texas, through Lifeworks Advisors since February 2026.
How many years of experience does Aaron Williams have?
Aaron Williams has 11 years in the financial industry, since June 2015, across 2 adviser firms.
What exams has Aaron Williams passed?
Aaron Williams passed the Series 65 in June 2015.
Where did Aaron Williams work before Lifeworks Advisors?
Before Lifeworks Advisors, Aaron Williams was registered through Brookstone Wealth Advisors, LLC, June 2015 to January 2026.
Where is Aaron Williams based?
Aaron Williams’ registered office is in Austin, TX.
Is Aaron Williams registered with FINRA?
No. Aaron Williams has no current broker registration.
How can I verify Aaron Williams’ record?
Search CRD 6470453 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Williams’ full registration record.
