Carl R. Lymangood

PETROS FAMILY WEALTH

Bloomington, MN 55437

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CRD#: 5092137

Professional summary

Carl Robert Lymangood, CIMA®, CPWA® is a registered financial advisor currently at PETROS FAMILY WEALTH, LLC located in Bloomington, Minnesota.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Carl has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

FFF LLC, NOT INV RELATED, CHANHASSEN, MN, 100% OWNERSHIP, START 9/18/2018, 2 HOURS PER MONTH, ZERO DURING TRADING, CONTAINER STORAGE LEASING. PETROS FAMILY TAX, NOT INV RELATED, BLOOMINGTON, MN, 100% OWNERSHIP, START 02/01/2025, 10 HOURS PER MONTH, 5 HOURS DURING TRADING, TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Robert Lymangood'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®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2018-10-03

Expire date: 2024-09-30

Experience

Current

February 21, 2023 - Present

PETROS FAMILY WEALTH, LLC

Office #1: 8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437

RIA

CRD#: 324059

Bloomington, MN

Past

May 29, 2013 - February 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BLOOMINGTON, MN

Past

May 9, 2013 - February 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BLOOMINGTON, 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".

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
(2/21/2023)

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 66

Date: 5/28/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2013

General Securities Representative Examination

Current Firm

PETROS FAMILY WEALTH, LLC

CRD#: 324059 / SEC#: 801-126983

RIA

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

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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

SEC notice filing (15 States and Territories)

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 Accounts	1,356
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.

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Carl R. Lymangood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Robert Lymangood's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETROS FAMILY WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PETROS FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2013

Current Firm

PETROS FAMILY WEALTH, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PETROS FAMILY WEALTH, LLC

TRUST BUT VERIFY

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