Christopher Gervat has been an investment adviser representative at Lifeworks Advisors since August 2020, 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.
Chris Gervat is Partner, Senior Advisor of Lifeworks Advisors, based in Grand Rapids, Michigan. He joined Lifeworks after several years as an advisor at a large national wealth management firm. Before advising, he served on the leadership team of a startup sports performance firm, where he oversaw product, development and financials.
Christopher Gervat’s longest registration is the current one, 6 years at Lifeworks Advisors since 2020. Before joining Lifeworks Advisors in 2020, Christopher Gervat was registered through Robert W. Baird & Co. Incorporated.
- Lifeworks Advisors, LLCCurrent– present · 6 yearsGrand Rapids, MI · Adviser representative · Firm CRD 288255
- Robert W. Baird & Co. Incorporated– · 3 yearsGrand Rapids, MI · Adviser representative · Firm CRD 8158
Investment adviser representative registrations
Christopher Gervat is registered as an investment adviser representative in 2 states. The first approvals date from August 2020; the most recent is Texas, in September 2020.
- MichiganSince 6 August 2020
- TexasSince 21 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 June 2017 |
| Series 7 | General Securities Representative Examination | 30 March 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Matthew Gervat
- CRD
- 6757767
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Christopher Gervat work?
Christopher Gervat is an investment adviser representative registered through Lifeworks Advisors, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Gervat a financial advisor?
Yes. Christopher Gervat has a current investment-adviser registration in Michigan and Texas, through Lifeworks Advisors since August 2020.
How many years of experience does Christopher Gervat have?
Christopher Gervat has 9 years in the financial industry, since March 2017, across 2 adviser firms.
What exams has Christopher Gervat passed?
Christopher Gervat has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2017. FINRA credited Christopher Gervat with the SIE, which began in October 2018.
Where is Christopher Gervat based?
Christopher Gervat’s registered office is in Grand Rapids, MI.
Is Christopher Gervat registered with FINRA?
No. Christopher Gervat has no current broker registration.
How can I verify Christopher Gervat’s record?
Search CRD 6757767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Gervat’s full registration record.
