Lifetime Wealth Management, LLC

Lifetime Wealth Management, LLC (CRD# 147482) is a financial advisory firm headquartered in , . They manage $158,080,056 in 550 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $287,418
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Lifetime Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kimberley Dillingham, financial advisor Rochester MN
Kimberley E. Dillingham
CRD#: 6320451
Rochester, MN

Kimberley Dillingham (CRD# 6320451) is an Investment Advisor Representative working at Lifetime Wealth Management, LLC in Rochester, MN and has over 3 years of experience in the finance industry.

2
Collin Miller, financial advisor Rochester MN
Collin J. Miller
CRD#: 7823635
Rochester, MN

Collin Miller (CRD# 7823635) is an Investment Advisor Representative working at Lifetime Wealth Management, LLC in Rochester, MN and has 1 year of experience in the finance industry.

3
Dayton Miller, financial advisor Rochester MN
Dayton B. Miller
CRD#: 7823595
Rochester, MN

Dayton Miller (CRD# 7823595) is an Investment Advisor Representative working at Lifetime Wealth Management, LLC in Rochester, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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