Dori Lynn Petroff
Investment adviser representative at Lifelong Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Lifelong Wealth Advisors, Inc.Apr 2024 to now
- Gradient Securities, LLCJul 2021 to Apr 2024
- Paladin Capital, LLCJul 2021 to Apr 2024
- Paladin FinancialJun 2021 to Apr 2024
- Paladin InsuranceJun 2021 to Apr 2024
- Cetera Advisor NetworksJun 2016 to Jun 2021
- Jra FinancialJun 2016 to Dec 2016
- Advisornet Financial Inc. dba Advisornet Financial PartnersMay 2016 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5475235
- Firm CRD
- 331847