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RIA / WealthAdvisorCertified Financial Planner16 years in industry

PETER TIMOTHY UIHLEIN

Advisor at LIFEWORKS ADVISORS, LLC

GRAND RAPIDS, MI | Indianapolis, IN

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Search this name across graphsid dfx:ria:a57fd0d9-c8d5-6a14-35a8-d27f2288a27b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFEWORKS ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 20, 2010
First registration: Jan 23, 2012
Dual registered: no
Other names: P. TIMOTHY UIHLEIN|TIM UIHLEIN|PETER TIMOTHY UIHLEIN|PETER T. UIHLEIN
IAPD individual key: 5834932

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFEWORKS ADVISORS, LLC	Independent wealth	May 13, 2024	n/a	yes	Indianapolis, IN\|GRAND RAPIDS, MI	Current employment
VINCERE WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 8, 2020	Dec 31, 2024	no	INDIANAPOLIS, IN	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 18, 2019	Jun 24, 2020	no	LAFAYETTE, IN\|INDIANAPOLIS, IN	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 2, 2017	Jan 16, 2019	no	CHICAGO, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 2, 2017	Jan 16, 2019	no	Chicago, IL	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Aug 31, 2015	Jun 7, 2017	no	CHICAGO, IL	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Jan 23, 2012	Aug 24, 2015	no	BERWYN, IL\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VINCERE WEALTH MANAGEMENT, LLC	LIFEWORKS ADVISORS, LLC	Dec 31, 2024	May 13, 2024	-232	Firm change after gap	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	VINCERE WEALTH MANAGEMENT, LLC	Jun 24, 2020	Sep 8, 2020	76	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jan 16, 2019	Jun 2, 2017	-593	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 16, 2019	Jun 2, 2017	-593	Firm change after gap	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	TD AMERITRADE, INC.	Jun 7, 2017	Jun 2, 2017	-5	Firm change	Other
BMO HARRIS FINANCIAL ADVISORS, INC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Aug 24, 2015	Aug 31, 2015	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
293852:288255:IN:2024-12-31	Dec 31, 2024	May 13, 2024	INDIANAPOLIS, IN	Firm change after gap

Relationships

Registered with (7)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
May 13, 2024 to presentfactForm ADV
→ VINCERE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 8, 2020 to Dec 31, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 18, 2019 to Jun 24, 2020factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 2, 2017 to Jan 16, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 2, 2017 to Jan 16, 2019factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Aug 31, 2015 to Jun 7, 2017factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Jan 23, 2012 to Aug 24, 2015factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Peter Timothy Uihlein left Vincere Wealth Management, Llc for Lifeworks Advisors, Llc (registered 2024-05-13)
Form ADVobserved 6 days ago