Lifelong Wealth Advisors, Inc.

Overview

Lifelong Wealth Advisors, Inc. is an SEC registered investment adviser based in Arden Hills, MN, registered since 2024. It reports $71M in assets under management across 2,618 accounts, with 12 employees. It has 9 investment adviser representatives.

Reported AUM

$71M

Discretionary

100%

Accounts

2,618

Average account

$271K

Employees

12

Advisory reps

9

Registered since

2024

Jurisdictions

15

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Dori Lynn Petroff Chief Operating Officer CRD 5475235
• Robert Miller Bonine Partner, Chief Compliance Officer CRD 5362686
• Anders John Haugen Partner CRD 5227103

1 more executive officer, with direct contact details

Advisory reps 3 of 9

• Robert Miller Bonine Insurance Agent · Investment Adviser Rep CRD 5362686
• Jack Drobinski Investment Adviser Rep CRD 7927923
• Anders John Haugen Insurance Agent · Investment Adviser Rep CRD 5227103

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1150 County Road E W
Arden Hills, MN 55112

County

Ramsey

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: llwadvisors.com

Every state, with registration dates

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