Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues 
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Qualifications: CERTIFIED FINANCIAL PLANNER™ Behavioral Financial Advisor™ Series 7, 66 Licensed agent for life, and disability insurance Member of the Financial Planning Association of Minnesota Jeremy Lipinski No matter the...

Read more

Qualifications: CERTIFIED FINANCIAL PLANNER™ CHARTERED FINANCIAL CONSULTANT ® Behavioral Financial Advisor™ Series 7, 66 registrations Licensed agent for life and disability insurance Member of the Financial Planning...

Read more

Qualifications CERTIFIED FINANCIAL PLANNER™ Behavioral Financial Advisor ™ Series 7 & 63 registrations Licensed agent for life and disability insurance Member of Financial Planning Association of Minnesota Robert Bonine...

Read more

Qualifications: Behavioral Financial Advisor ™ Series 7, 26, 63 registrations Licensed agent for life and disability insurance The clients that I have helped meet their financial goals over the years has provided the greatest...

Read more

Peter J. Wiedewitsch

Support Advisor and Director of Operations

651-444-6502

Pete joined Lifelong Wealth Advisors in 2007. He is a Registered Representative and Investment Advisor Representative. He supports Partner Jeremy M. Lipinski CFP® and Sr. Vice President Steven W. Ohm...

Read more

Qualifications: CERTIFIED FINANCIAL PLANNER™ Behavioral Financial Advisor™ Series 7 & 63 registrations Daniel R. Jandro Being a financial advisor allows me to experience...

Read more

Qualifications: Behavioral Financial Advisor™ Series 7, 66 registrations Logan Taft I enjoy the interaction I get to participate in with clients every day. Whether it is solving...

Read more

My previous job was in the suburbs and since I lived in the suburbs, I was excited to discover express buses and downtown Minneapolis when I started at LLW in March of 2014. I have since moved downtown and can now walk to work which...

Read more

I’ve had the great opportunity to service financial advisors for the past 2 years. I am excited to transition into servicing Lifelong Wealth Advisors clients. I enjoy finding solutions to problems and doing my best to make things..

Read more