Philip
Telpner
Lifeworks Advisors, LLC
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About this Advisor
Philip Telpner is a financial advisor operating in Glenview, Illinois. Telpner works at Lifeworks Advisors, LLC. Over the course of their career, they have held roles at Jpmorgan Chase & Co, Breakout Private Wealth LLC, Lifeworks Advisors, LLC, Oppenheimer & Co, Lakeside Wealth Management, Montrose Kimball Financial Center Inc and Morgan Stanely. Telpner has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Illinois. Lifeworks Advisors, LLC is an advisory firm that has its headquarters in Grand Rapids, MI. It has offices in 10 locations and a total of 24 employees. It handles $261 million in assets under management between its 1,384 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,384 customer accounts, 28% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lifeworks Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the financial services offered. However, fees charged by Lifeworks Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$261,198,376
24
1,384
$188,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Philip Telpner Work History
Philip has been registered as a financial advisor for 0 years.*
Lifeworks Advisors, LLC
Breakout Private Wealth LLC
Jpmorgan Chase & Co
Morgan Stanely
Montrose Kimball Financial Center Inc
Lakeside Wealth Management
Oppenheimer & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Telpner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifeworks Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Laguna Beach, CA
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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