Lifelong Investment Solutions, LLC
Firm details
- Headquarters
- Schaumburg, Illinois
- CRD number
- 141035
- Fee structure
- Other
Firm profile
FINTRXOverview
Lifelong Investment Solutions, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. Ownership is held by an individual rather than a corporate parent or related adviser group. The firm’s public profile indicates a non-standard or unspecified fee structure and does not identify itself as a capital allocator. It is not listed as a multi-state adviser, not newly formed, and does not identify pension consulting among its activities. Lifelong Investment Solutions is not flagged as an active ESG investor. The firm reports an industry affiliation with an insurance company. Details about the firm’s client segments, specific advisory activities or business lines were not provided in the source data.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Geoffrey Lombard
Managing MemberCRD 2300581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Schaumburg, IL
Cook
Location
Schaumburg, IL
Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1901 N Roselle Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CL Wealth Management LLC
RIASchaumburg, IL
Northwood Wealth Management, LLC
RIASchaumburg, IL
Kuhn Wealth Management Inc.
RIASchaumburg, IL
COX Financial Group, Ltd.
RIASchaumburg, IL
Lifepoint Planning
RIASchaumburg, IL
Stephen Smith Financial Inc.
RIASchaumburg, IL