Peter Timothy Uihlein
Investment adviser representative at Lifeworks Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Lifeworks Advisors, LLCMay 2024 to now
- Vincere Wealth Management, LLCAug 2020 to Oct 2024
- Financial Planning Consultants, Inc.Jan 2019 to May 2020
- Raymond James Financial Services Advisors, Inc.Jan 2019 to May 2020
- Raymond James Financial Services, Inc.Jan 2019 to May 2020
- TD Ameritrade, Inc.May 2017 to Jan 2019
- Northwestern Mutual Investment Services LLCAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5834932
- Firm CRD
- 288255