Steven William Ohm
Investment adviser representative at Lifelong Wealth Advisors, Inc.
28 yearsExperience
3 statesRegistered in
$710.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Lifelong Wealth Advisors, Inc.Sep 1998 to now
- Advisornet Wealth PartnersJun 2019 to Sep 2024
- Cetera Advisor Networks, LLCSep 1998 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 3 states (MN, OR, TX).
Lifelong Wealth Advisors, Inc.
$710.4MAssets managed
865Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2342299
- Firm CRD
- 331847