Dylan Michael Knutson
Investment adviser representative at Lifelong Wealth Advisors, Inc.
12 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
12 years in the industry.
- Lifelong Wealth Advisors, Inc.May 2025 to now
- OsaicDec 2024 to Apr 2025
- Persevered Investments IncAug 2024 to Apr 2025
- Wells FargoJun 2024 to Aug 2024
- Ideal Credit UnionSep 2023 to Jun 2024
- Hansen MuellerApr 2023 to Jun 2023
- North Shore BankJun 2022 to Dec 2022
- Western National BankJun 2022 to Aug 2022
- Sports GardenMay 2021 to Sep 2021
- AcapulcoMay 2017 to Sep 2017
- Ar NorthApr 2017 to Aug 2017
- Minnesota Army National GuardMar 2017 to Mar 2023
- Fresh ThymeJun 2016 to Jan 2017
- White Bear Lake HighschoolDec 2014 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7940093
- Firm CRD
- 331847