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Jeremy Matthew Lipinski

LIFELONG WEALTH ADVISORS, INC.·ARDEN HILLS, Minnesota
Clean recordLIFELONG 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremy Matthew Lipinski is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with LIFELONG WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIFELONG WEALTH ADVISORS, INC.
LIFELONG WEALTH ADVISORS, INC.
AUM
$635M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LIFELONG WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5227102
Firm CRD# 331847
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at LIFELONG WEALTH ADVISORS, INC.

Anders John Haugen
ARDEN HILLS, MN
Dori Lynn Petroff
ARDEN HILLS, MN
Robert Miller Bonine
ARDEN HILLS, MN

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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)SAINT PAUL (37)MAPLE GROVE (23)
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Research
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