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BG

Bixby T. Gilbertson

PETROS FAMILY WEALTH
Bloomington, MN 55437
Some features on this profile are disabled
CRD#: 6582780
BG

Professional summary

Bixby Tyler Gilbertson, who also goes by Bixby Gilbertson, Bixby Tyler Gilbertson, is a registered financial advisor currently at PETROS FAMILY WEALTH, LLC located in Bloomington, Minnesota.

Bixby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bixby has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bixby Gilbertson | Bixby Tyler Gilbertson

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 Bixby Tyler Gilbertson'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

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

August 19, 2019 - May 18, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BLOOMINGTON, MN
Past

May 9, 2019 - May 18, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BLOOMINGTON, MN
Past

November 17, 2015 - May 19, 2016

GRADIENT INVESTMENTS, LLC

RIA
CRD#: 141726
ARDEN HILLS, 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
(2/21/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/16/2019
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/6/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2018
Securities Industry Essentials 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)
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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
6

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 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

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