# Lifelong Investsments

> Lifelong Investsments is a state-registered investment advisory firm in West Lafayette, IN, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated March 21, 2023.

- CRD: 129306
- Filed as: LIFELONG INVESTSMENTS
- Legal name: Lifelong Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Lafayette, IN
- Filing period: October 2026
- Form ADV filing dated: March 21, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129306
- AdvisorCensus page: https://advisorcensus.com/firm/lifelong-investsments-west-lafayette-in-129306

## Quick answers

**How is Lifelong Investsments compensated?**
On its Form ADV (Item 5.E, October 2026), Lifelong Investsments reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lifelong Investsments located?**
Lifelong Investsments' principal office is in West Lafayette, IN, according to its Form ADV.

**Is Lifelong Investsments registered with the SEC or a state?**
Lifelong Investsments is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129306.

**What types of clients does Lifelong Investsments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (6).

**Does Lifelong Investsments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129306

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $0 |
| High net worth individuals | 6 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifelong Investsments (CRD 129306): Form ADV filing data as of October 2026.