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Bixby Tyler Gilbertson

Petros Family Wealth, LLC

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About Bixby Tyler Gilbertson

Bixby Tyler Gilbertson is a financial advisor with Petros Family Wealth, LLC. Bixby has been in the industry for several years and holds the Series 65, 66, and 7 licenses. Bixby is registered with the state of Minnesota to provide investment advice. Prior to joining Petros Family Wealth, LLC, Bixby was a financial advisor with Wells Fargo Clearing Services, LLC.

Firm Information

Bixby Gilbertson is currently registered with Petros Family Wealth, LLC. Petros Family Wealth, LLC is a registered investment advisor headquartered in Bloomington, MN. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have approximately $231.4 million in regulatory assets under management and serve a variety of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
Petros Family Wealth, LLC

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$231.42M

Assets Under Management

4

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly subscription to financial planning tools

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Bixby Gilbertson’s Registration & Firm History

MN

02/21/2023 - Present

Petros Family Wealth, LLC (BLOOMINGTON MN)

MN

05/09/2019 - 05/18/2023

WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)

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Licenses & Designations

BOTH

Issued 08/16/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bixby Tyler Gilbertson.
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