Trevor Herin has been an investment adviser representative at Lifeworks Advisors since June 2017, 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.
Trevor Herin is Partner, Senior Advisor of Lifeworks Advisors, based in Grand Rapids, Michigan. At Lifeworks he co-leads the financial planning process and spends most of his time designing and implementing financial plans for clients.
Trevor Herin’s longest registration is the current one, 9 years at Lifeworks Advisors since 2017. Before joining Lifeworks Advisors in 2017, Trevor Herin was registered through MML Investors 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
Professional designations
Listed by Lifeworks Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Trevor Herin is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2022; the most recent is Michigan, in April 2024.
- MichiganSince 3 April 2024
- TexasResidentSince 6 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 February 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 November 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Trevor Steven Herin
- CRD
- 6062864
- 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 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Trevor Herin work?
Trevor Herin is an investment adviser representative registered through Lifeworks Advisors, LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Herin a financial advisor?
Yes. Trevor Herin has a current investment-adviser registration in Michigan and Texas, through Lifeworks Advisors since June 2017.
How many years of experience does Trevor Herin have?
Trevor Herin has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Trevor Herin passed?
Trevor Herin has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2013. FINRA credited Trevor Herin with the SIE, which began in October 2018.
Where is Trevor Herin based?
Trevor Herin’s registered office is in Grand Rapids, MI.
Is Trevor Herin registered with FINRA?
No. Trevor Herin has no current broker registration.
Is Trevor Herin a CFP?
Lifeworks Advisors lists Trevor Herin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trevor Herin’s record?
Search CRD 6062864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Herin’s full registration record.
