AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CQ

Camie M. Quigley

PETROS FAMILY WEALTH
Bloomington, MN 55437
Some features on this profile are disabled
CRD#: 1740263
CQ

Professional summary

Camie Moen Quigley, who also goes by Camie Jean Hagen, Camie J Moen, Camie Jean Moen, is a registered financial advisor currently at PETROS FAMILY WEALTH, LLC located in Bloomington, Minnesota.

Camie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Camie has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Camie Jean Hagen | Camie J Moen | Camie Jean Moen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CMQ ENTERPRISES LLC; NOT INVESTMENT RELATED; SOUTH ST PAUL, MN; INTERIOR DESIGN / STAGING BUSINESS; START 8/2014; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES HELP PEOPLE WITH STAGING THEIR HOME BEFORE PUTTING ON MARKET TO SELL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camie Moen Quigley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 16, 2023 - Present

PETROS FAMILY WEALTH, LLC

Office #1: 8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437
RIA
CRD#: 324059
Bloomington, MN
Past

October 16, 2012 - August 16, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BLOOMINGTON, MN
Past

September 24, 2012 - August 16, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BLOOMINGTON, MN
Past

October 3, 2002 - April 15, 2005

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

February 4, 2002 - March 4, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

June 23, 1999 - October 15, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

October 28, 1996 - June 7, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 28, 1996 - June 7, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 17, 1996 - October 11, 1996

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

March 13, 1992 - September 8, 1994

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

June 7, 1991 - May 21, 1992

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PETROS FAMILY WEALTH, LLC
PETROS FAMILY WEALTH, LLC

CRD#: 324059 / SEC#: 801-126983

RIA
Registered Investment Advisory firm - (12/2/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(8/16/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/4/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2012
General Securities Representative Examination

Current Firm

PF
PETROS FAMILY WEALTH, LLC
PETROS FAMILY WEALTH, LLC

CRD#: 324059 / SEC#: 801-126983

RIA
Registered Investment Advisory firm - (12/2/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437
Mailing Address
Phone number
(612) 643-9995
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PETROS FAMILY WEALTH FORM ADV WRAP BROCHURE (2/24/2025)
PETROS FAMILY WEALTH FORM ADV PART 2A (2/24/2025)

Regulatory assets under management

Total Number of Accounts1,356
AUM (Assets Under Management)$ 274,482,313

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PETROS FAMILY WEALTH, LLC

CRD#: 324059Bloomington, MN 55437

TRUST BUT VERIFY

Monitor Camie Quigley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
RG
Ryan GoldenAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
Crystal, MN
JD
Janai DeittAdvisorCheck Check Mark
THRIVENT INVESTMENT MANAGEMENT INC.
IAR
RR
McKinney, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.