Partner · Lifelong Wealth Advisors, Inc.
Jeremy M. Lipinski
CRD 5227102 · 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 Jeremy M. Lipinski on its Form ADV as Partner, a control person.
Firms and roles
- Lifelong Wealth Advisors, Inc.PartnerWealth manager · Arden Hills, MN · $710M in regulatory assets
AtlasMembers
Jeremy’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert M. BoninePartner & Chief Compliance Officer, Lifelong Wealth Advisors, Inc.
- Anders J. HaugenPartner, Lifelong Wealth Advisors, Inc.
- DORI L. PetroffChief Operations Officer, 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 Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.