Unclaimed Profile

Jeremy Matthew Lipinski

LIFELONG WEALTH ADVISORS, INC.·ARDEN HILLS, Minnesota

SIE, Series 7, Series 7TO, Series 66CFPClean record12 years registeredLIFELONG WEALTH ADVISORS, INC.

1150 COUNTY ROAD E WEST, ARDEN HILLS, MN 55112CRD# 5227102Firm CRD# 331847

Profile Verification

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

Identity

Jeremy Matthew Lipinski · ARDEN HILLS, MN

Registration

CRD #5227102 · LIFELONG WEALTH ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

LIFELONG WEALTH ADVISORS, INC.

Oct 2024 – present

ADVISORNET WEALTH PARTNERS

May 2019 – Oct 2024

Arden Hills, MN

CETERA ADVISOR NETWORKS LLC

Nov 2013 – Sep 2020

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · November 20, 2013

Years registered · 12

Professional designation · CFP

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 Jeremy Matthew Lipinski offer?

Jeremy Matthew Lipinski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.

What are Jeremy Matthew Lipinski's credentials?

Jeremy Matthew Lipinski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremy Matthew Lipinski located?

Jeremy Matthew Lipinski 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 Jeremy Matthew Lipinski charge for services?

Jeremy Matthew Lipinski'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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