Diane A. Park
CAHILL FINANCIAL ADVISORS
Edina, MN 55439
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CRD#: 4637179
Professional summary
Diane Adele Park, CFP®, who also goes by Diane Adele Petersen, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.
Diane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Diane has worked at 1 firm and has passed the Series 63 and Series 65 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Diane Adele Petersen
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.
1) Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building. 2) Please note that while I have maintained an active CPA license since 2001, I do not provide tax preparation or accounting services to advisory clients, nor do I hold myself out to the public for CPA services.
CRS (Client Relationship Summary) - RIA
Click below to view Diane Adele Park's 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®
CFP®
Start date: 2005
Experience
Current
January 29, 2014 - Present
CAHILL FINANCIAL ADVISORS, INC.
Office #1: 7261 Ohms Lane, Edina, MN 55439RIA
CRD#: 109890
Edina, 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".
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
RIA
Registered Investment Advisory firm - (2/10/1983 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
Arizona(9/9/2024)
IAR
Minnesota(1/29/2014)
IAR
Texas(8/19/2024)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
RIA
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Contact information
Main Address
7261 Ohms Lane, Edina, MN 55439
Mailing Address
Phone number
(952) 926-1659
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,813 |
| AUM (Assets Under Management) | $ 1,432,327,484 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2024 | ||
| 11/21/2023 |
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.
