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Financial ADVSR advisor directory · SEC adviser records

Petros Family Wealth, LLC financial advisors in Bloomington, MN

Every SEC-registered investment adviser representative at a Petros Family Wealth, LLC office in Bloomington, A to Z.

The short answer

7 registered advisors work at Petros Family Wealth, LLC in Bloomington, out of 7 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Petros Family Wealth, LLC advisors in Bloomington, A to Z

Every Petros Family Wealth, LLC advisor →

Petros Family Wealth, LLC advisors in every city and state →Petros Family Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bloomington

All Bloomington advisors →

Wells Fargo Clearing Services, LLC 64Morgan Stanley 43LPL Financial LLC 38UBS Financial Services Inc. 33Jnba Financial Advisors, LLC 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Northwestern Mutual Investment Services, LLC 17Mariner 15Ameriprise Financial Services, LLC 14Creative Planning 13Edward Jones 13Sequoia Financial Group, L.L.C. 13

Questions

How many financial advisors does Petros Family Wealth, LLC have in Bloomington?

7 investment adviser representatives are registered at Petros Family Wealth, LLC offices in Bloomington, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Petros Family Wealth, LLC one of the largest advisor employers in Bloomington?

Petros Family Wealth, LLC ranks number 22 in Bloomington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 64.

How do I check a Petros Family Wealth, LLC advisor in Bloomington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Petros Family Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.