Logan B. Taft

LIFELONG WEALTH ADVISORS

ARDEN HILLS, MN 55112

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CRD#: 6076926

Professional summary

Logan Briar Taft, CFP® is a registered financial advisor currently at LIFELONG WEALTH ADVISORS, INC. located in Arden Hills, Minnesota.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Logan has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. NAME OF OTHER BUSINESS: LIFELONG WEALTH ADVISORS, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ASSISTANT, CLIENT CUSTOMER SERVICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Briar Taft'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®

CFP^®

Certified Financial Planner

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

September 11, 2020 - October 17, 2024

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

Arden Hills, MN

Past

August 14, 2013 - September 3, 2020

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MINNEAPOLIS, MN

Past

August 14, 2013 - September 3, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNEAPOLIS, MN

Past

August 10, 2012 - July 19, 2013

WADDELL & REED

CRD#: 866

BLOOMINGTON, 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)

IAR

Texas
(12/13/2024)

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: 9/20/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2012

General Securities 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. (3/19/2025)

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

Logan B. Taft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Briar Taft's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORNET WEALTH PARTNERS

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WADDELL & REED

Primary Firm SEC Registration

LIFELONG WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2012

Series 7TO

Date: 4/30/2024

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2012

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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