Todd Stephen Smith
Investment adviser representative at Lifeworks Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$966.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lifeworks Advisors, LLCJun 2024 to now
- Level 5 Financial, LLCJan 2014 to Sep 2024
- Advisers Investment Management, Inc.May 2010 to Jul 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2942236
- Firm CRD
- 288255