Keith Severson has been an investment adviser representative at Lifeworks Advisors since November 2021, 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.
Keith Severson is Senior Advisor of Lifeworks Advisors. He is the founder of Severson Private Wealth, a boutique advisory firm for high-net-worth individuals and families, which merged with Lifeworks in 2020.
Keith Severson’s longest registration is the current one, 4 years at Lifeworks Advisors since 2021. Before joining Lifeworks Advisors in 2021, Keith Severson was registered through Strategic Wealth Group.
- Lifeworks Advisors, LLCCurrent– present · 4 yearsMaple Grove, MN · Adviser representative · Firm CRD 288255
- Strategic Wealth Group– · 3 yearsBloomington, MN · Adviser representative · Firm CRD 284430
Investment adviser representative registrations
Keith Severson is registered as an investment adviser representative in Minnesota, since November 2021.
- MinnesotaSince 23 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 December 1995 |
| Series 7 | General Securities Representative Examination | 20 February 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 November 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Keith Allen Severson
- CRD
- 1764315
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Maple Grove, MN
- Registration
- Investment adviser registration
- In the industry since
- January 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Keith Severson work?
Keith Severson is an investment adviser representative registered through Lifeworks Advisors, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Keith Severson a financial advisor?
Yes. Keith Severson has a current investment-adviser registration in Minnesota, through Lifeworks Advisors since November 2021.
How many years of experience does Keith Severson have?
Keith Severson has 34 years in the financial industry, since January 1992, across 2 adviser firms.
What exams has Keith Severson passed?
Keith Severson has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in November 1987. FINRA credited Keith Severson with the SIE, which began in October 2018.
Where is Keith Severson based?
Keith Severson’s registered office is in Maple Grove, MN.
Is Keith Severson registered with FINRA?
No. Keith Severson has no current broker registration.
How can I verify Keith Severson’s record?
Search CRD 1764315 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Severson’s full registration record.
