Trevor Steven Herin
Investment adviser representative at Lifeworks Advisors, LLC
14 yearsExperience
2 statesRegistered in
$966.7MFirm assets
5 yearsFirm in business
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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
14 years in the industry.
- Lifeworks Advisors, LLCJul 2017 to now
- Mass Mutual Life Insurance CompanyNov 2016 to Jul 2017
- MML Investors ServicesNov 2016 to Jul 2017
- Northwestern Mutual Wealth Management CompanyApr 2016 to Jul 2017
- Northwestern Mutual Investment Services, LLCJul 2013 to Nov 2016
- Northwestern Mutual Life Insurance CompanyMay 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 6062864
- Firm CRD
- 288255