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Steven William Ohm

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
OR RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-12-13
  • MN RA
    APPROVED
    Since 2024-10-01
  • OR 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
Lifelong Wealth Advisors, Inc. Arden Hills MN 09/1998 Present
Cetera Advisor Networks, Llc El Segundo CA 09/1998 09/2020
Advisornet Wealth Partners Minneapolis MN 06/2019 09/2024
Lifelong Wealth Advisors, Inc. Arden Hills MN 10/2024 Present
Previous Registrations
  • 2019-06-03 → 2024-10-17
    Advisornet Wealth Partners
    Minnetonka, MN
    Arden Hills, MN
    Minnetonka, MN
    Redmond, OR
  • 1998-09-24 → 2020-09-03
    Cetera Wealth Services, Llc
    Minneapolis, MN
    Minneapolis, MN
    Minnetonka, MN
Other Businesses

1. FIXED INSURANCE - LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE. LIFELONG WEALTH, INC DBA, VICE PRESIDENT, MINNEAPOLIS, MN

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-05-03
  • S63 Uniform Securities Agent State Law Examination
    1993-05-03

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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