Ronald Bullis has been Chief Executive Officer, Co- Founder, and Partner of Lifeworks Advisors since April 2017, is a control person of the firm and directly owns under 5% of it.
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.
Ron Bullis is Co-Founder & CEO of Lifeworks Advisors, based in Grand Rapids, MI. He founded Lifeworks in 2017 and leads a team of wealth advisors, quant strategists and software engineers developing a liability-driven wealth management system. Lifeworks has built a subscription-based financial planning service with no minimum investment or net worth requirements.
Ronald Bullis’ longest registration is the current one, 9 years at Lifeworks Advisors since 2017. Before joining Lifeworks Advisors in 2017, Ronald Bullis was registered through MML Investors Services, LLC and Northwestern Mutual Investment Services,llc.
- Lifeworks Advisors, LLCCurrent– present · 9 yearsGrand Rapids, MI · Adviser representative · Firm CRD 288255
- MML Investors Services, LLC– · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 10409
- Northwestern Mutual Investment Services,llc– · 6 yearsGrand Rapids, MI · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Ronald Bullis is registered as an investment adviser representative in Michigan, since August 2017.
- MichiganSince 16 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 June 2008 |
| Series 7 | General Securities Representative Examination | 14 April 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald Shane Bullis
- CRD
- 5116228
- Firm
- Lifeworks Advisors · CRD 288255
- Role
- Chief Executive Officer, Co- Founder, and Partner
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Ronald Bullis work?
Ronald Bullis has been Chief Executive Officer, Co- Founder, and Partner of Lifeworks Advisors, LLC since April 2017, and is a control person of the firm.
Is Ronald Bullis a financial advisor?
Yes. Ronald Bullis has a current investment-adviser registration in Michigan, through Lifeworks Advisors since August 2017.
How many years of experience does Ronald Bullis have?
Ronald Bullis has 18 years in the financial industry, since April 2008, across 3 adviser firms.
What exams has Ronald Bullis passed?
Ronald Bullis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2008. FINRA credited Ronald Bullis with the SIE, which began in October 2018.
Where did Ronald Bullis work before Lifeworks Advisors?
Before Lifeworks Advisors, Ronald Bullis was registered through MML Investors Services, LLC, November 2016 to July 2017; Northwestern Mutual Investment Services,llc, July 2010 to September 2016.
Where is Ronald Bullis based?
Ronald Bullis’ registered office is in Grand Rapids, MI.
Is Ronald Bullis registered with FINRA?
No. Ronald Bullis has no current broker registration.
How can I verify Ronald Bullis’ record?
Search CRD 5116228 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Bullis’ full registration record.
