Robert Sweas has been an investment adviser representative at Lifeworks Advisors since July 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.
Robert Sweas’ longest registration was 13 years at Ausdal Financial Partners, Inc. (2010–2023). Before joining Lifeworks Advisors in 2026, Robert Sweas was registered through Ipi Wealth Management, Inc. and KRM Financial Planning & Wealth Management, LLC.
- Lifeworks Advisors, LLCCurrent– present · under a yearSt. Charles, IL · Adviser representative · Firm CRD 288255
- Ipi Wealth Management, Inc.– · under a yearSt Charles, IL · Adviser representative · Firm CRD 111872
- KRM Financial Planning & Wealth Management, LLC– · under a yearSt. Charles, IL · Adviser representative · Firm CRD 338738
- Arete Wealth Advisors, LLC– · 2 yearsSt. Charles, IL · Adviser representative · Firm CRD 145488
- Ausdal Financial Partners, Inc.– · 13 yearsSt. Charles, IL · Adviser representative · Firm CRD 7995
Investment adviser representative registrations
Robert Sweas is registered as an investment adviser representative in Illinois, since July 2026.
- IllinoisSince 28 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 December 2009 |
| Series 7 | General Securities Representative Examination | 10 December 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Matthew Sweas
- CRD
- 5001664
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- St. Charles, IL
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Sweas work?
Robert Sweas is an investment adviser representative registered through Lifeworks Advisors, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Sweas a financial advisor?
Yes. Robert Sweas has a current investment-adviser registration in Illinois, through Lifeworks Advisors since July 2026.
How many years of experience does Robert Sweas have?
Robert Sweas has 17 years in the financial industry, since December 2008, across 5 adviser firms.
What exams has Robert Sweas passed?
Robert Sweas has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2008. FINRA credited Robert Sweas with the SIE, which began in October 2018.
Where did Robert Sweas work before Lifeworks Advisors?
Before Lifeworks Advisors, Robert Sweas was registered through Ipi Wealth Management, Inc., April 2026 to July 2026; KRM Financial Planning & Wealth Management, LLC, January 2026 to April 2026; Arete Wealth Advisors, LLC, June 2023 to March 2026; Ausdal Financial Partners, Inc., January 2010 to July 2023.
Where is Robert Sweas based?
Robert Sweas’ registered office is in St. Charles, IL.
Is Robert Sweas registered with FINRA?
No. Robert Sweas has no current broker registration.
How can I verify Robert Sweas’ record?
Search CRD 5001664 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Sweas’ full registration record.
