Unclaimed Profile

Dori Lynn Petroff

LIFELONG WEALTH ADVISORS, INC.·ARDEN HILLS, Minnesota

SIE, Series 6, Series 7, Series 63, Series 66Clean record12 years registeredLIFELONG WEALTH ADVISORS, INC.

1150 COUNTY ROAD E WEST, ARDEN HILLS, MN 55112CRD# 5475235Firm CRD# 331847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dori Lynn Petroff · ARDEN HILLS, MN

Registration

CRD #5475235 · LIFELONG WEALTH ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

LIFELONG WEALTH ADVISORS, INC.

Oct 2024 – present

PALADIN CAPITAL

Jul 2021 – Apr 2024

ARDEN HILLS, MN

PALADIN FINANCIAL

Jul 2021 – Apr 2024

ARDEN HILLS, MN

CETERA ADVISOR NETWORKS LLC

Jun 2016 – Jun 2021

MINNETONKA, MN

SECURITIES AMERICA ADVISORS, INC.

Nov 2013 – May 2014

ELK RIVER, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 18, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFELONG WEALTH ADVISORS, INC.

CRD 331847 · SEC 801-130930

AUM

$635M

Regulatory assets under management

Employees

2,452 client accounts

Services offered by LIFELONG WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFELONG WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Dori Lynn Petroff offer?

Dori Lynn Petroff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.

What are Dori Lynn Petroff's credentials?

Dori Lynn Petroff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dori Lynn Petroff located?

Dori Lynn Petroff is based in ARDEN HILLS, Minnesota, working with LIFELONG WEALTH ADVISORS, INC.. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.

How does Dori Lynn Petroff charge for services?

Dori Lynn Petroff's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFELONG WEALTH ADVISORS, INC.?

LIFELONG WEALTH ADVISORS, INC. has approximately 10 employees and manages $635M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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