Jeremy Lipinski
Lifelong Wealth Advisors · Hudson, Wisconsin
Jeremy Lipinski is a fee-only financial advisor at Lifelong Wealth Advisors in Hudson, Wisconsin, who holds the CFP credential. Lifelong Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lifelong Wealth Advisors |
|---|---|
| Based in | Hudson, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $710.4M across 2,618 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX, WI · CRD 5227102 |
| Exams passed | Series 66 (2007) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | llwadvisors.com |
How Jeremy's firm compares
- Lifelong Wealth Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 2,618 accounts).
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Questions about Jeremy
Is Jeremy Lipinski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Lifelong Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Lifelong Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Lipinski based?
Jeremy Lipinski is based in Hudson, Wisconsin.
What credentials does Jeremy Lipinski hold?
Jeremy Lipinski holds the CFP credential.
Is Jeremy Lipinski registered with the SEC?
Yes. Jeremy Lipinski is registered as an investment adviser representative in MN, TX and WI (CRD 5227102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifelong Wealth Advisors manage?
Lifelong Wealth Advisors reports $710.4M across 2,618 accounts in assets under management.
How do I contact Jeremy Lipinski?
Through Jeremy's website, llwadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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