Logan Briar Taft

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 09/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2020 → 09/2024
  Advisornet Wealth Partners
  Minneapolis, MN
• 08/2013 → Present
  Lifelong Wealth Advisors, Inc.
  Minneapolis, MN
• 10/2024 → Present
  Lifelong Wealth Advisors, Inc.
  Arden Hills, MN

Previous Registrations

• 2020-09-11 → 2024-10-17
  Advisornet Wealth Partners
  Minnetonka, MN
  Minneapolis, MN
  Arden Hills, MN
• 2013-08-14 → 2020-09-03
  Cetera Wealth Services, Llc
  Minneapolis, MN
  Minnetonka, MN

Exams

• S66 Uniform Combined State Law Examination
  2012-09-20

Designations

• Certified Financial Planner