Chief Operations Officer · Lifelong Wealth Advisors, Inc.
DORI L. Petroff
CRD 5475235 · Named on Form ADV at one SEC-registered adviser
At a glance
Lifelong Wealth Advisors, Inc., an SEC-registered wealth manager based in Arden Hills, MN with $710 million in regulatory assets, lists DORI L. Petroff on its Form ADV as Chief Operations Officer, a control person.
Firms and roles
- Lifelong Wealth Advisors, Inc.Chief Operations OfficerWealth manager · Arden Hills, MN · $710M in regulatory assets
AtlasMembers
DORI’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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Colleagues named on the same filings
- Robert M. BoninePartner & Chief Compliance Officer, Lifelong Wealth Advisors, Inc.
- Jeremy M. LipinskiPartner, Lifelong Wealth Advisors, Inc.
- Anders J. HaugenPartner, Lifelong Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For DORI’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.