Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cade? Claim Your ProfileCade Johnson is an Investment Advisor Representative at Petros Family Wealth, LLC, with a focus on providing financial advice and portfolio management services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Cade holds a Series 65 license and the SIE exam. Cade has extensive experience in the financial services industry, with previous roles at Wells Fargo Clearing Services, LLC and Thrivent. Cade has a strong understanding of various investment strategies and financial planning principles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Monthly subscription to financial planning tools
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2
MN
02/21/2023 - Present
Petros Family Wealth, LLC (BLOOMINGTON MN)
IA
Issued 01/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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