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Jeremy Matthew Lipinski

Lifelong Wealth Advisors, Inc.

Hudson, WI

Arden Hills, MN

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Current Employers
Lifelong Wealth Advisors, Inc.

1150 County Road E West, Arden Hills, MN 55112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
MN RA APPROVED 2024-10-01
WI RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-12-04
  • MN RA
    APPROVED
    Since 2024-10-01
  • WI RA
    APPROVED
    Since 2024-10-01

Branch Locations

Hudson, WI • United States

1150 County Road E West, Arden Hills, MN 55112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks, Llc El Segundo CA 11/2013 09/2020
Advisornet Wealth Partners Minneapolis MN 05/2019 09/2024
Cetera Advisor Networks, Llc El Segundo CA 06/2007 09/2020
Lifelong Wealth Advisors, Inc. Arden Hills MN 08/2006 Present
Lifelong Wealth Advisors, Inc. Arden Hills MN 10/2024 Present
Previous Registrations
  • 2019-05-28 → 2024-10-17
    Minnetonka, MN
    Minnetonka, MN
    Arden Hills, MN
  • 2013-11-20 → 2020-09-03
    Cetera Wealth Services, Llc
    Minneapolis, MN
    Minnetonka, MN
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, ANNUITIES AND LONG TERM CARE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2007-08-27
Designations

View on SEC IAPD

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