Dori Lynn Petroff
Investment Adviser Representative at Lifelong Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dori Lynn Petroff is an investment adviser representative with Lifelong Wealth Advisors, Inc. in Arden Hills, MN, where they have been registered since 2024. They have worked in the securities industry since 2010 and have been registered with 5 firms, including Paladin Capital and Paladin Financial. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JRA FinancialJun 2016 – Dec 2016Maple Grove, MN
- Cetera Advisor NetworksJun 2016 – Jun 2021Maple Grove, MN
- Advisornet Financial Inc. DBA Advisornet Financial PartnersMay 2016 – Jun 2021Maple Grove, MN
- Gradient Securities, LLCJul 2021 – Apr 2024Arden Hills, MN
- Paladin FinancialJun 2021 – Apr 2024Arden Hills, MN
- Paladin Capital, LLCJul 2021 – Apr 2024Arden Hills, MN
- Paladin InsuranceJun 2021 – Apr 2024Arden Hills, MN
- Lifelong Wealth Advisors, Inc.Apr 2024 – no end date reportedArden Hills, MN
- Lifelong Wealth Advisors, Inc.Oct 2024 – no end date reportedArden Hills, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifelong Wealth Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Arden Hills, MN
- SEC file number:
- 801-130930
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 6, 2026
View full firm profileOther advisors at Lifelong Wealth Advisors, Inc.
8 other advisors in the directory
Similar advisors in Arden Hills, MN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dori Lynn Petroff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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