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Robert Miller Bonine

Lifelong Wealth Advisors, Inc.

Arden Hills, MN

CRD 5362686

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Employer firm

Lifelong Wealth Advisors, Inc. CRD 331847

$710M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lifelong Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-10-01
TX RA APPROVED 2024-10-01
  • MN RA
    APPROVED
    Since 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-01

Branch Locations

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 01/2008 09/2020
Lifelong Wealth Advisors, Inc. Arden Hills MN 06/2007 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. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 01/29/2010, <2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, ANNUITIES, AND LONG-TERM CARE;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-15
  • S63 Uniform Securities Agent State Law Examination
    2009-07-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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