LIFELONG WEALTH ADVISORS, INC.

ARDEN HILLS, Minnesota·4 registered advisors·CRD# 331847
SEC# 801-1309302651-444-6500
01

Firm Overview

AUM
$635M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LIFELONG WEALTH ADVISORS, INC.

4 registered advisors
Anders John Haugen
ARDEN HILLS, Minnesota
Dori Lynn Petroff
ARDEN HILLS, Minnesota
Jeremy Matthew Lipinski
ARDEN HILLS, Minnesota
Robert Miller Bonine
ARDEN HILLS, Minnesota
05

Office Locations

ARDEN HILLS, Minnesota
4 advisors

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Data sourced from SEC Form ADV filings. LIFELONG WEALTH ADVISORS, INC. (CRD# 331847) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.