Michael Jon Forney
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, LLCApr 2026 to now
- Independent Advisor Alliance, LLC / Sage Financial SystemsApr 2026 to Apr 2026
- Earn Into WealthJan 2026 to Feb 2026
- Facet WealthMay 2025 to Dec 2025
- Abd Insurance & Financial Services, Inc.Dec 2021 to May 2025
- Newfront Retirement Services, Inc.Dec 2021 to May 2025
- Momentum SolarSep 2021 to Dec 2021
- New York LifeAug 2021 to Sep 2021
- Ameriprise Financial Services, IncJun 2019 to Jul 2021
- Mount Vernon Nazarene University Alumni RelationsJan 2019 to Apr 2019
- Everence FinancialMay 2018 to Aug 2018
- Vector Marketing/cutco CutleryJun 2017 to Jan 2018
- Ct ConsultantsMay 2017 to Jun 2017
- Mount Vernon Nazarene UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7126400
- Firm CRD
- 288255