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.
Credentials
Series 66
Experience Industry experience
12 years
Location
St. Francisville, LA 70775
Lifeworks Advisors, LLC
Multi-team
Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Financial Advocates Investment Management, LPL Financial, Woodbury Financial Services, and Wells Fargo Clearing. Lifeworks Advisors serves a diverse clientele, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Up to 1.50% annually (negotiable) for Wealth Management Services
Advisory Persons may receive commissions from insurance product sales in addition to advisory fees
Fee-only: Fixed fee for financial planning services ranging up to $50,000; fees may be project-based or monthly ongoing fees up to $4,167 per month
St. Francisville, LA
7355 Us 61
St. Francisville LA 70775
Advisors at this office
1
Louisiana
12 years of industry experience
LifeWorks Advisors, LLC dba Cadillac Wealth Advisors
2023 - Present • 3 years
St. Francisville, LA
Financial Advocates Investment Management
2019 - 2023 • 4 years
Saint Francisville, LA
LPL Financial, LLC
2019 - 2023 • 4 years
Saint Francisville, LA
Woodbury Financial Services INC
2016 - 2019 • 3 years
Napa, CA
Wells Fargo Clearing
2014 - 2016 • 2 years
Napa, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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 65
Saint Francisville, LA
Cane Capital Partners, LLC
Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.
Series 63, Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at KG&L Capital Management LLC and Charles Schwab. Outside of his advisory role, he is involved in mineral lease consulting through Three Rivers Consulting Group, LLC. Cane Capital Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental and cyclical analysis, options strategies, and tax management techniques.
Series 63, Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.
Series 65
Saint Francisville, LA
KG Capital Management, LLC
Andrew Sessions is a financial advisor with KG Capital Management, LLC, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining KG Capital Management, he worked with the Fellowship of Christian Athletes and Wellspire Financial Group. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients by providing portfolio management, financial planning, retirement plan services, and ERISA plan consulting. The firm uses fundamental and cyclical analysis with strategies that include active trading tools and offers both discretionary and non-discretionary management options.
Series 66
Saint Francisville, LA
KG Capital Management, LLC
Gabriel Kora III is a financial advisor at KG Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with both Purshe Kaplan Sterling Investments Inc. and KG Capital Management since 2012. Outside of advisory services, he participates in mineral lease consulting and advises landowners through his involvement with Three Rivers Consulting Group, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm provides both discretionary and non-discretionary management using fundamental and cyclical analysis, and its advisory program includes the use of active trading tools and derivatives, distinguishing it from typical team-sized firms.
Saint Francisville, LA
KG Capital Management, LLC
Yvette Poret Crochet is a financial advisor with KG Capital Management, LLC and has 12 years of industry experience. She is also a partner at Latuso & Johnson, CPA, LLC, a CPA firm. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and arranging third-party money managers. The firm’s investment process incorporates fundamental and cyclical analysis to guide asset allocation and security selection.
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