Ian Wardle has been an investment adviser representative at Lifeworks Advisors since March 2023, and is not listed among the firm’s executive officers or direct owners. Ian Wardle studied University of California at Riverside.
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.
Ian Wardle is Partner, Senior Advisor of Lifeworks Advisors, based in Laguna Beach, California. After undergraduate studies in business, he began his career in financial planning at a large broker-dealer, then spent a brief stint at another firm in Southern California before partnering with Lifeworks Advisors in 2023. He has developed financial literacy and education courses taught at local universities and community centers.
Ian Wardle’s longest registration is the current one, 3 years at Lifeworks Advisors since 2023. Before joining Lifeworks Advisors in 2023, Ian Wardle was registered through McIlrath & Eck, LLC.
- Lifeworks Advisors, LLCCurrent– present · 3 yearsLaguna Beach, CA · Adviser representative · Firm CRD 288255
- McIlrath & Eck, LLC– · under a yearAnaheim Hills, CA · Adviser representative · Firm CRD 145252
Investment adviser representative registrations
Ian Wardle is registered as an investment adviser representative in California, since March 2023.
- CaliforniaSince 29 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 January 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ian James Wardle
- CRD
- 6256398
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Laguna Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Ian Wardle work?
Ian Wardle is an investment adviser representative registered through Lifeworks Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ian Wardle a financial advisor?
Yes. Ian Wardle has a current investment-adviser registration in California, through Lifeworks Advisors since March 2023.
How many years of experience does Ian Wardle have?
Ian Wardle has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Ian Wardle passed?
Ian Wardle has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in January 2016. FINRA credited Ian Wardle with the SIE, which began in October 2018.
Where did Ian Wardle work before Lifeworks Advisors?
Before Lifeworks Advisors, Ian Wardle was registered through McIlrath & Eck, LLC, January 2023 to March 2023.
Where is Ian Wardle based?
Ian Wardle’s registered office is in Laguna Beach, CA.
Is Ian Wardle registered with FINRA?
No. Ian Wardle has no current broker registration.
How can I verify Ian Wardle’s record?
Search CRD 6256398 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Wardle’s full registration record.
