Dori L. Petroff

LIFELONG WEALTH ADVISORS

ARDEN HILLS, MN 55112

CRD#: 5475235

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Professional summary

Dori Lynn Petroff, who also goes by Dori Lynn Prochniak, Dori Lynn Petroff, Dori Petroff, Dori Prochniak, is a registered financial advisor currently at LIFELONG WEALTH ADVISORS, INC. located in Arden Hills, Minnesota.

Dori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Dori has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dori Lynn Prochniak | Dori Lynn Petroff | Dori Petroff | Dori Prochniak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dori Lynn Petroff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 1, 2024 - Present

LIFELONG WEALTH ADVISORS, INC.

Office #1: 1150 County Road E West, Arden Hills, MN 55112

RIA

CRD#: 331847

ARDEN HILLS, MN

Past

July 23, 2021 - April 12, 2024

PALADIN FINANCIAL

RIA

CRD#: 288387

ARDEN HILLS, MN

Past

July 23, 2021 - April 12, 2024

PALADIN CAPITAL

RIA

CRD#: 288037

ARDEN HILLS, MN

Past

July 8, 2021 - April 12, 2024

GRADIENT SECURITIES, LLC

CRD#: 127701

Arden Hills, MN

Past

June 14, 2016 - June 4, 2021

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MINNETONKA, MN

Past

June 3, 2016 - June 4, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNETONKA, MN

Past

June 10, 2014 - January 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PLYMOUTH, MN

Past

November 18, 2013 - May 19, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ELK RIVER, MN

Past

November 18, 2013 - May 19, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

ELK RIVER, MN

Past

March 18, 2011 - August 27, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

OWATONNA, MN

Past

May 26, 2008 - May 21, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

FAIRMONT, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFELONG WEALTH ADVISORS, INC.

CRD#: 331847 / SEC#: 801-130930

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(10/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/4/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/11/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/22/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/23/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFELONG WEALTH ADVISORS, INC.

CRD#: 331847 / SEC#: 801-130930

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

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Contact information

Main Address

1150 County Road E West, Arden Hills, MN 55112

Mailing Address

Phone number

(651) 444-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LIFELONG WEALTH ADVISORS, INC. (11/25/2025)

Regulatory assets under management

Total Number of Accounts	2,502
AUM (Assets Under Management)	$ 615,076,306

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dori L. Petroff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dori Lynn Petroff's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALADIN FINANCIAL

PALADIN CAPITAL

GRADIENT SECURITIES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

LIFELONG WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2012

Series 63

Date: 7/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/22/2011

Series 6

Date: 5/23/2008

Current Firm

LIFELONG WEALTH ADVISORS, INC.

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFELONG WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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