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Robert Miller Bonine

LIFELONG WEALTH ADVISORS, INC.·ARDEN HILLS, Minnesota
SIE, Series 7, Series 7TO, Series 63CFPClean record12 years registeredLIFELONG WEALTH ADVISORS, INC.
1150 COUNTY ROAD E WEST, ARDEN HILLS, MN 55112CRD# 5362686Firm CRD# 331847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Miller Bonine · ARDEN HILLS, MN
Registration
CRD #5362686 · LIFELONG WEALTH ADVISORS, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

Oct 2024present
May 2019Oct 2024
Arden Hills, MN
Nov 2013Sep 2020
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Registration record
First registered · November 20, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFELONG WEALTH ADVISORS, INC.
CRD 331847 · SEC 801-130930
AUM
$635M
Regulatory assets under management
Employees
10
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
Introduction

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05

Frequently Asked Questions

What services does Robert Miller Bonine offer?
Robert Miller Bonine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Robert Miller Bonine's credentials?
Robert Miller Bonine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Miller Bonine located?
Robert Miller Bonine 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 Robert Miller Bonine charge for services?
Robert Miller Bonine'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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