Lifelong Wealth Advisors

Description

Address: 701 S 4th Ave, Minneapolis, MN 55415 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–4:30PMTuesday8AM–4:30PMWednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–3PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 349-6400Place name: Category: Website: : : : : : : Website: http://www.llwadvisors.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lifelong Wealth Advisors Posting publicly on the Web Write a review Reviews Be the first to review

Lifelong Wealth Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lifelong Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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11 Lifelong Wealth Advisors employees in database. Find out everything there's to know about Lifelong Wealth Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Lifelong Wealth Advisors Employees

Employee
Years
Job
Industry
Logan Taft Logan Taft Greater Minneapolis-St. Paul Area Details
Logan Taft's Lifelong Wealth Advisors Experience July 2013 - Present
Job Registered Representative at Cetera Advisors Networks LLC
Industry Financial Services
Experience
Lifelong Wealth Advisors   July 2013 - Present
Waddell & Reed  May 2012 - August 2013
Welsh Companies  2011 - 2011
Minnesota DFL Party  May 2010 - October 2010

Skills
Microsoft Office, Organizing, People Management, Database Implementation, Database Management, Cold Calling, Independent Research, Streamline Processes, Research, Databases, Database Admin, Management, Phone Banking

Education
Iowa State University   2008 — 2011
Bachelor of Arts (BA), Political Science and Government

Minnesota State University, Mankato

Minnesota State University, Mankato

Rosemount High School

Robert (Bobby) Bonine, CFP® Robert (Bobby) Bonine, CFP® Minneapolis, Minnesota Details
Robert (Bobby) Bonine, CFP®'s Lifelong Wealth Advisors Experience June 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lifelong Wealth Advisors   June 2007 - Present
Cetera Advisor Networks LLC  June 2007 - Present

Skills
Financial Coaching, Rollovers, Asset Management, Estate Planning, Life Insurance, Health Insurance, Disability Insurance, Tax, Mutual Funds, Stocks, Bonds, ETFs, Alternative Investments

Education
Gustavus Adolphus College
Bachelor of Arts (B.A.), Financial Economics

Minnesota State University, Mankato
College of Business, Financial Planning Certificate Program

Anders Haugen, CFP®, ChFC® Anders Haugen, CFP®, ChFC® Minneapolis, Minnesota Details
Anders Haugen, CFP®, ChFC®'s Lifelong Wealth Advisors Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lifelong Wealth Advisors   January 2015 - Present
Cetera Advisor Networks LLC  September 2006 - Present
Lifelong Wealth Advisors   September 2006 - Present
Lifelong Wealth Advisors   August 2012 - December 2014
US Bank  September 2005 - September 2006
Matt Maring Auction Company   January 1998 - August 2005

Skills
Investments, Securities, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning, Tax, Investment Strategies, Disability Insurance, Health Insurance, Insurance Planning, Term Life Insurance, Universal Life, Mutual Funds, Stocks, Bonds

Education
Minnesota State University, Mankato   2007 — 2009
FPCP, Financial Planning Certificate Program

Gustavus Adolphus College   2001 — 2005
B.A., Financial Economics

Jeremy Lipinski, CFP® Jeremy Lipinski, CFP® Greater Minneapolis-St. Paul Area Details
Jeremy Lipinski, CFP®'s Lifelong Wealth Advisors Experience January 2015 - Present
Job Financial Advisor at Lifelong Wealth Advisors
Industry Financial Services
Experience
Lifelong Wealth Advisors   January 2015 - Present
Cetera Financial Networks LLC   August 2006 - Present
Lifelong Wealth Advisors   August 2006 - Present
Lifelong Wealth Advisors   August 2012 - December 2014
Northern Asset Management   May 2006 - August 2006

Skills
Equities, Finance, Wealth, Wealth Management..., Series 7, Mutual Funds, Securities, Investments, Retirement Planning, Asset Managment, Strategic Financial..., Long-term Care, Disability Insurance, Term Life Insurance

Education
Minnesota State University, Mankato   2007 — 2009
CFP®, FPCP - Financial Planning Certificate Program

University of Minnesota-Duluth   2002 — 2006
BBA, Finance

Pete Wiedewitsch Pete Wiedewitsch Greater Minneapolis-St. Paul Area Details
Pete Wiedewitsch's Lifelong Wealth Advisors Experience January 2015 - Present
Job Director of Operations at Lifelong Wealth Advisors
Industry Financial Services
Experience
Lifelong Wealth Advisors   January 2015 - Present
Cetera Advisor Networks LLC Member FINRA/SIPC  August 2012 - Present
Lifelong Wealth Advisors   September 2011 - December 2014
Lifelong Wealth Advisors   September 2007 - August 2011

Skills
Retirement Planning, Wealth Management, Investments, Portfolio Management, Project Management, Corporate Events, Vendor Management, Client Support, Operations Management, Corporate Training, Document Management, Database Administration, Human Resources, Web Content Management

Education
Creighton University
Bachelor's Degree, Communication Studies