Jeremy Lipinski, CFP®

Experience

• 

  Northern Asset Management

  May 2006 - Aug 2006

  Intern
• 

  Cetera Financial Networks LLC

  Aug 2006 - Aug 2020

  Investment Advisor Representative
• 

  Lifelong Wealth Advisors

  Aug 2012 - now

  Lifelong Wealth Advisors is a Minneapolis-based, independently owned financial advisory firm serving a select group of individuals, families, and business owners throughout the Upper Midwest and around the country who desire developing trustworthy, long-term relationships. Our mission is to bring all pieces of our clients’ financial lives together by listening to their goals and customizing a strategic plan. Our commitment to mission is reflected in three core principles and they represent the reasons WHY clients choose to work with us:1. Consultative Approach2. Tailored Strategies 3. Personal AttentionWhen we bring the best of these principles to the table, our clients feel the confidence that comes from having a sound plan in place, and the comfort in knowing they have a trusted team of advisors committed to helping them feel connected and informed.Lifelong Wealth Advisors offers investment advisory services through AdvisorNet Wealth Partners (AWP). Lifelong Wealth Advisors and AWP are not affiliated. Lifelong Wealth Advisors, 1150 County Road E West, Arden Hills, MN 55112 Show less

  • Partner

    Jan 2015 - now

  • Financial Advisor

    Aug 2006 - now

  • Vice President

    Aug 2012 - Dec 2014