Isaiah Peterson has been an investment adviser representative at Lifeworks Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners. Isaiah Peterson holds a Degree in Finance from Grand Valley State University.
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.
Isaiah Peterson is Lead Advisor of Lifeworks Advisors, based in Grand Rapids, Michigan. He began his career at Lifeworks as an intern and advanced to Associate Advisor before becoming a Lead Advisor.
- Lifeworks Advisors, LLCCurrent– present · 2 yearsGrand Rapids, MI · Adviser representative · Firm CRD 288255
Investment adviser representative registrations
Isaiah Peterson is registered as an investment adviser representative in Michigan, since October 2024.
- MichiganSince 5 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7913215
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Isaiah Peterson work?
Isaiah Peterson is an investment adviser representative registered through Lifeworks Advisors, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Isaiah Peterson a financial advisor?
Yes. Isaiah Peterson has a current investment-adviser registration in Michigan, through Lifeworks Advisors since October 2024.
How many years of experience does Isaiah Peterson have?
Isaiah Peterson has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Isaiah Peterson passed?
Isaiah Peterson passed the Series 65 in October 2024.
Where is Isaiah Peterson based?
Isaiah Peterson’s registered office is in Grand Rapids, MI.
Is Isaiah Peterson registered with FINRA?
No. Isaiah Peterson has no current broker registration.
How can I verify Isaiah Peterson’s record?
Search CRD 7913215 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaiah Peterson’s full registration record.
