Michael Forney has been an investment adviser representative at Lifeworks Advisors since April 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.
Michael Forney is Lead Advisor of Lifeworks Advisors, based in Columbia, South Carolina. He has seven years of experience across Ameriprise Financial, Newfront Retirement Services (now WTW) and Facet Wealth, working with individuals and families at every stage of life.
Michael Forney’s longest registration was 3 years at Newfront Retirement Services, Inc. (2022–2025). Before joining Lifeworks Advisors in 2026, Michael Forney was registered through Independent Advisor Alliance, LLC and Facet.
- Lifeworks Advisors, LLCCurrent– present · under a yearColumbia, SC · Adviser representative · Firm CRD 288255
- Independent Advisor Alliance, LLC– · under a yearColumbia, SC · Adviser representative · Firm CRD 168267
- Facet– · under a yearColumbia, SC · Adviser representative · Firm CRD 285961
- Newfront Retirement Services, Inc.– · 3 yearsColumbia, SC · Adviser representative · Firm CRD 167641
Professional designations
Listed by Lifeworks Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Forney is registered as an investment adviser representative in South Carolina, since April 2026.
- South CarolinaSince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 3 April 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2022 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Jon Forney
- CRD
- 7126400
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Columbia, SC
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Michael Forney work?
Michael Forney is an investment adviser representative registered through Lifeworks Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Forney a financial advisor?
Yes. Michael Forney has a current investment-adviser registration in South Carolina, through Lifeworks Advisors since April 2026.
How many years of experience does Michael Forney have?
Michael Forney has 4 years in the financial industry, since July 2022, across 4 adviser firms.
What exams has Michael Forney passed?
Michael Forney has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in February 2022.
Where did Michael Forney work before Lifeworks Advisors?
Before Lifeworks Advisors, Michael Forney was registered through Independent Advisor Alliance, LLC, April 2026 to April 2026; Facet, May 2025 to December 2025; Newfront Retirement Services, Inc., February 2022 to May 2025.
Where is Michael Forney based?
Michael Forney’s registered office is in Columbia, SC.
Is Michael Forney registered with FINRA?
No. Michael Forney has no current broker registration.
Is Michael Forney a CFP?
Lifeworks Advisors lists Michael Forney with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Forney’s record?
Search CRD 7126400 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Forney’s full registration record.
