Sean Rawlings has been an investment adviser representative at Lifeworks Advisors since May 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.
Sean Rawlings is Lead Advisor of Lifeworks Advisors, based in Scottsdale, Arizona. He is the founder of WealthBound Advisors, an RIA he built in Scottsdale, and earlier spent several years at MassMutual. He works with business owners, self-employed professionals and clients with S-Corp structures, real estate investing and equity compensation.
Sean Rawlings’ longest registration is the current one, 3 years at Wealthbound Advisors since 2023. Before joining Lifeworks Advisors in 2026, Sean Rawlings was registered through MML Investors Services, LLC.
- Lifeworks Advisors, LLCCurrent– present · under a yearScottsdale, AZ · Adviser representative · Firm CRD 288255
- Wealthbound AdvisorsAlso current– present · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 327860
- MML Investors Services, LLC– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Sean Rawlings is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2023; the most recent is California, in November 2024.
- ArizonaSince 24 August 2023
- CaliforniaSince 26 November 2024
- TexasResidentSince 3 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 3 March 2021 |
| Series 7TO | General Securities Representative Examination | 28 October 2020 |
| SIE | Securities Industry Essentials Examination | 25 June 2020 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Sean Patrick Rawlings
- CRD
- 7163559
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Scottsdale, AZ
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Sean Rawlings work?
Sean Rawlings is an investment adviser representative registered through Lifeworks Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sean Rawlings a financial advisor?
Yes. Sean Rawlings has a current investment-adviser registration in Arizona, California and Texas, through Lifeworks Advisors since May 2026.
How many years of experience does Sean Rawlings have?
Sean Rawlings has 5 years in the financial industry, since November 2020, across 3 adviser firms.
What exams has Sean Rawlings passed?
Sean Rawlings has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 6TO. The earliest, the SIE, was passed in June 2020.
Where did Sean Rawlings work before Lifeworks Advisors?
Before Lifeworks Advisors, Sean Rawlings was registered through MML Investors Services, LLC, March 2021 to August 2023.
Where is Sean Rawlings based?
Sean Rawlings’ registered office is in Scottsdale, AZ.
Is Sean Rawlings registered with FINRA?
No. Sean Rawlings has no current broker registration.
How can I verify Sean Rawlings’ record?
Search CRD 7163559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Rawlings’ full registration record.
