Colleen A. Weber

COLLEEN WEBER CPA

Chanhassen, MN 55317

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CRD#: 4891500

Professional summary

Colleen Ann Weber, CFP® is a registered financial advisor currently at COLLEEN WEBER CPA, LLC located in Chanhassen, Minnesota.

Colleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Colleen has worked at 1 firm and has passed the Series 65 exam.

Biography

Colleen Weber is a fee-only financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and CPA with more than 15 years of financial planning experience. Providing comprehensive financial planning and wealth management, she specializes in serving clients nearing retirement, retirees, busy professionals, and women. She is passionate about developing financial plans that save clients on taxes, and investment strategies that help them pursue their goals. Learn more about Colleen by connecting with her on LinkedIn or booking a complimentary phone call meeting.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Tax Planning

Retirement Planning

Do you have an area of expertise or specialization?

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen Ann Weber'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^®

Certified Financial Planner

Start date: 2005

Experience

Current

February 22, 2018 - Present

COLLEEN WEBER CPA, LLC

Office #1: 470 W. 78th St. Suite 200, Chanhassen, MN 55317

RIA

CRD#: 133181

Chanhassen, MN

Past

December 2, 2014 - December 9, 2015

COLLEEN WEBER CPA, LLC

RIA

CRD#: 133181

CHANHASSEN, MN

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
(2/22/2018)

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

State Security Law Exam

IAR

Series 65

Date: 1/6/2005

Uniform Investment Adviser Law Examination

Current Firm

COLLEEN WEBER CPA, LLC

COLLEEN WEBER CPA, LLC | WEBER CONTRACTING, LLC

CRD#: 133181 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/11/2005 Approved)

Texas

Registered Investment Advisory firm - (12/9/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

470 W. 78th St. Suite 200, Chanhassen, MN 55317

Mailing Address

Phone number

(952) 470-0750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 116,454,912

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.

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Colleen A. Weber

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen Ann Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLLEEN WEBER CPA, LLC

COLLEEN WEBER CPA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2005

Current Firm

COLLEEN WEBER CPA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COLLEEN WEBER CPA, LLC

TRUST BUT VERIFY

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