Lifelong Wealth Advisors, Inc.

Logan Taft is a CFP® professional with 13 years of industry experience, currently serving at Lifelong Wealth Advisors, Inc. He has worked at the firm since 2013 and was previously affiliated with AdvisorNet Wealth Partners and Cetera Advisor Networks LLC. Lifelong Wealth Advisors is a team-based firm that provides financial planning, consulting, and discretionary investment management for individuals, trusts, estates, and profit-sharing plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a consultative approach that customizes asset allocation and portfolio construction to client-specific risk tolerance, time horizon, and liquidity needs.

Anders Haugen is a financial advisor at Lifelong Wealth Advisors, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Haugen previously worked at AdvisorNet Wealth Partners and Cetera Advisor Networks. He serves on the finance committee of the Center for Victims of Torture, where he is involved in risk assumption monitoring, investment review, and budget planning. Lifelong Wealth Advisors provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, and profit-sharing plans. The firm employs a consultative, team-based approach to tailor asset allocation and portfolio construction according to each client’s risk tolerance, time horizon, and liquidity needs.

Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jeremy Lipinski is a CFP® with 18 years of industry experience and currently serves at Lifelong Wealth Advisors, Inc. He has worked at Lifelong Wealth Advisors since 2006, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. In addition to his advisory role, he is a representative involved in selling fixed life insurance, annuities, and long-term care products. Lifelong Wealth Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and profit-sharing plans, serving both non-high-net-worth and high-net-worth clients. The firm employs a team-based, consultative approach that customizes asset allocation and portfolio construction based on client-specific factors, utilizing model portfolios, independent managers, and discretionary trading authority.

Dylan Knutson is a financial advisor at Lifelong Wealth Advisors, Inc. in Arden Hills, MN, holding a Series 65 designation. He has experience with multiple firms since 2022 and served in the Minnesota Army National Guard from 2017 to 2023. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm uses a team-based consultative process to tailor asset allocation and portfolio construction, employing model portfolios, independent managers, and derivatives in separately managed accounts.

Dori Petroff is a financial advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Prior to joining Lifelong Wealth Advisors, Petroff worked at Paladin Capital, Gradient Securities, and Cetera Advisor Networks among other firms. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based approach that customizes asset allocation and portfolio construction based on client risk tolerance, time horizon, and liquidity needs, utilizing model portfolios, independent managers, and discretionary trading authority.

Peter Wiedewitsch is a financial advisor with Lifelong Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at AdvisorNet Wealth Partners and Cetera Advisor Networks, with a long tenure at Lifelong Wealth Advisors. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a consultative, team-based approach to tailor asset allocation and portfolio construction according to each client’s risk tolerance, time horizon, and liquidity needs.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.