Advisor at Lifeworks Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifeworks Advisors, LLC
Location
St. Francisville, LA 70775
Credentials
Series 66
Industry experience
11 years
Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, LLC, and Woodbury Financial Services, Inc. Outside of his advisory role, he is involved in non-variable insurance activities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)
Up to 1.50% annually
7355 Us 61
St. Francisville, LA 70775
Louisiana
LifeWorks Advisors, LLC dba Cadillac Wealth Advisors
2023 - Present (3 years)
Financial Advocates Investment Management
2019 - 2023 (4 years)
LPL Financial, LLC
2019 - 2023 (4 years)
Woodbury Financial Services inc
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Saint Francisville, LA
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Series 63, Series 65
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Series 63, Series 65
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KG Capital Management, LLC
Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Series 63, Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Series 63, Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
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