Kenneth
Morgensai
Lifeworks Advisors, LLC
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About this Advisor
Kenneth Morgensai is a financial advisor working out of Grand Rapids, Michigan with a total of 1 year of relevant experience. Morgensai is an advisor for Lifeworks Advisors, LLC. Over the course of their career, Morgensai has held roles at Central Michigan University, Marshall Academy, City Of Marshall Recreation Department, Mercantile Bank Of Michigan, Mc Kostrzewa & Co., Pc and Lifeworks Advisors, LLC. Morgensai holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Michigan. Lifeworks Advisors, LLC is a financial advisory company headquartered in Grand Rapids, MI. It has offices in 10 locations and a total of 24 advisors. It manages $261 million in assets under management between its 1,384 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,384 customer accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets. Lifeworks Advisors, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Lifeworks Advisors, LLC can be comprised of some combination of 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
Kenneth Morgensai Work History
Kenneth has been registered as a financial advisor for 1 years.*
Lifeworks Advisors, LLC
Mercantile Bank Of Michigan
Mc Kostrzewa & Co., Pc
Central Michigan University
Central Michigan University
City Of Marshall Recreation Department
Marshall Academy
*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 Kenneth Morgensai 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
Herndon, VA
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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