Lifetime Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifetime Wealth Management provides personalized investment advisory and wealth management to individuals (including high-net-worth clients), trusts, estates, charitable organizations and corporate entities. The firm offers both full and modular financial planning alongside discretionary and non‑discretionary asset management tailored to each client’s goals.
The firm’s investment approach emphasizes value-oriented decision making, asset allocation and diversification, using both fundamental and technical analysis to inform recommendations. It offers three supervisory service levels—from active management that can include individual stocks and option strategies to a buy‑and‑hold monitoring approach—and may use more complex tools (options, margin, and leveraged/inverse ETFs) when appropriate for a client’s circumstances.
Noteworthy features include managing roughly $185.8 million in client assets on a fully discretionary basis for about 156 clients with a three-advisor team, and not imposing a firmwide account minimum. Lifetime Wealth typically recommends an institutional custodian relationship and will manage “held‑away” retirement accounts; it also maintains policies to address fee collection and personal trading, and does not vote client proxies (clients retain proxy voting authority).
Client services
Expertise
Fee options
Financial planning services: $750-$12,000 annually (ongoing comprehensive planning, negotiable); Modular financial planning: $500-$5,000 one-time fixed fee, negotiable.
Main office
Rochester MN
Advisors at this office
3
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kimberley D
Series 65
Rochester, MN
Lifetime Wealth Management, LLC
Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.
Collin M
Series 65
Rochester, MN
Lifetime Wealth Management, LLC
Collin Miller is a Series 65-licensed financial advisor with Lifetime Wealth Management, LLC, based in Rochester, MN. He has three years of industry experience, including his current role at Lifetime Wealth Management since 2021. Prior to entering the financial advisory field, he worked at the University of Wisconsin Eau Claire from 2016 to 2021. Lifetime Wealth Management provides personalized investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm focuses on value-oriented decision making and diversified asset allocation, offering tailored financial planning and varying levels of supervisory service to meet client needs.
Dayton M
Series 65
Rochester, MN
Lifetime Wealth Management, LLC
Dayton Miller is a Series 65 credentialed advisor at Lifetime Wealth Management, LLC with three years of industry experience. His prior work includes roles at Metro Net and Infinity Solar, as well as a four-year period at the University of Wisconsin Eau Claire. Outside of his advisory duties, he is also involved in managing rental properties. Lifetime Wealth Management provides personalized investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes value-oriented investment decisions, asset allocation, and diversification, offering a range of supervisory services tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)