Cade Johnson

PETROS FAMILY WEALTH

Bloomington, MN 55437

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CRD#: 7349496

Professional summary

Cade Johnson is a registered financial advisor currently at PETROS FAMILY WEALTH, LLC located in Bloomington, Minnesota.

Cade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cade has worked at 2 firms and has passed the Series 65 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cade Johnson'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

January 12, 2023 - March 8, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MINNETONKA, 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 65

Date: 1/12/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/21/2022

Securities Industry Essentials 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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Cade Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cade Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETROS FAMILY WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PETROS FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2023

SIE

Date: 6/21/2022

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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