Thomas Herin has been an investment adviser representative at Lifeworks Advisors since November 2025, 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.
- Lifeworks Advisors, LLCCurrent– present · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 288255
Investment adviser representative registrations
Thomas Herin is registered as an investment adviser representative in Michigan, since November 2025.
- MichiganSince 10 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Thomas Carl Herin
- CRD
- 6243358
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Herin work?
Thomas Herin is an investment adviser representative registered through Lifeworks Advisors, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Herin a financial advisor?
Yes. Thomas Herin has a current investment-adviser registration in Michigan, through Lifeworks Advisors since November 2025.
How many years of experience does Thomas Herin have?
Thomas Herin has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Thomas Herin passed?
Thomas Herin passed the Series 65 in November 2024.
Where is Thomas Herin based?
Thomas Herin’s registered office is in Grand Rapids, MI.
Is Thomas Herin registered with FINRA?
No. Thomas Herin has no current broker registration.
How can I verify Thomas Herin’s record?
Search CRD 6243358 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Herin’s full registration record.
