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Diane Adele Park

Diane Adele Park

CFP®
CAHILL FINANCIAL ADVISORS
EDINA, MN
·CRD# 4637179·25 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Diane Adele Petersen

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2005

Years of Experience

25 years registered in the securities industry

Current & Past Employments

Current

CAHILL FINANCIAL ADVISORS, INC.Current·CRD# 109890
RIA
1. 7261 Ohms Lane, Edina, MN 554392. Peoria, AZ
January 29, 2014 - Present

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Current Firm

CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388
RIA
Registered Investment Advisory firm - SEC (2/10/1983 Approved)

Contact Information

Main Address

7261 Ohms Lane, Edina, MN 55439

Phone Number

(952) 926-1659

# of Employees

22

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 30, 2026 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,083

AUM (Assets Under Management)

$1,770,183,778

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/25/2026Cover PageReport
09/26/2024Cover PageReport
11/21/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Arizona
(9/9/2024)
IAR
Minnesota
(1/29/2014)
IAR
Texas
(8/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2003About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2001About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Diane Adele Park's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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