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LIFELONG WEALTH ADVISORS, INC.
LIFELONG WEALTH ADVISORS, INC.
ARDEN HILLS, Minnesota
·
4 registered advisors
·
CRD# 331847
SEC# 801-130930
2
651-444-6500
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 Planning
Investment Management
Wealth Management
04
Advisors at LIFELONG WEALTH ADVISORS, INC.
4 registered advisors
Anders John Haugen
ARDEN HILLS, Minnesota
CRD# 5227103
Dori Lynn Petroff
ARDEN HILLS, Minnesota
CRD# 5475235
Jeremy Matthew Lipinski
ARDEN HILLS, Minnesota
CRD# 5227102
Robert Miller Bonine
ARDEN HILLS, Minnesota
CRD# 5362686
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
.