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Logan Briar Taft

Lifelong Wealth Advisors, Inc.

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 2024-12-13
MN RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-12-13
  • MN 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 08/2013 09/2020
Advisornet Wealth Partners Minneapolis MN 09/2020 09/2024
Lifelong Wealth Advisors, Inc. Minneapolis MN 08/2013 Present
Lifelong Wealth Advisors, Inc. Arden Hills MN 10/2024 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-20
  • S66 Uniform Combined State Law Examination
    2012-09-20
Designations

View on SEC IAPD

Other Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT WATERS FINANCIAL
OSAIC INSTITUTIONS, INC.
GRADIENT WEALTH MANAGEMENT

Other Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER
MACLAY MARTIN SWANSON
BETH ELLEN WILLS
JENNIFER MELISSA RAY
MARK JOSEPH SOBIECH
MATTHEW DOUGLAS BREWERS

Other Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ARDEN HILLS, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Arden Hills, MN
GREAT WATERS FINANCIAL · SHOREVIEW, MN
OSAIC INSTITUTIONS, INC. · Shoreview, MN
GRADIENT WEALTH MANAGEMENT · ARDEN HILLS, MN

More in Arden Hills, MN

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