David Zoller has been an investment adviser representative at Lifeworks Advisors since September 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.
David Zoller’s longest registration was 15 years at Lasalle St. Investment Advisors, L.L.C. (2011–2026). Before joining Lifeworks Advisors in 2026, David Zoller was registered through Lasalle St. Investment Advisors, L.L.C.
- Lifeworks Advisors, LLCCurrent– present · under a yearElmhurst, IL · Adviser representative · Firm CRD 288255
- Lasalle St. Investment Advisors, L.L.C.– · 15 yearsWarrenville, IL · Adviser representative · Firm CRD 109701
Investment adviser representative registrations
David Zoller is registered as an investment adviser representative in Illinois, since September 2026.
- IllinoisSince 14 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 April 2010 |
| Series 7 | General Securities Representative Examination | 29 November 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Steven Zoller
- CRD
- 5717168
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Elmhurst, IL
- Registration
- Investment adviser registration
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does David Zoller work?
David Zoller is an investment adviser representative registered through Lifeworks Advisors, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Zoller a financial advisor?
Yes. David Zoller has a current investment-adviser registration in Illinois, through Lifeworks Advisors since September 2026.
How many years of experience does David Zoller have?
David Zoller has 16 years in the financial industry, since December 2009, across 2 adviser firms.
What exams has David Zoller passed?
David Zoller has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2009. FINRA credited David Zoller with the SIE, which began in October 2018.
Where did David Zoller work before Lifeworks Advisors?
Before Lifeworks Advisors, David Zoller was registered through Lasalle St. Investment Advisors, L.L.C., February 2011 to August 2026.
Where is David Zoller based?
David Zoller’s registered office is in Elmhurst, IL.
Is David Zoller registered with FINRA?
No. David Zoller has no current broker registration.
How can I verify David Zoller’s record?
Search CRD 5717168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Zoller’s full registration record.
