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Carter T. Colemer

FFP WEALTH MANAGEMENT
Coon Rapids, MN 55433
Some features on this profile are disabled
CRD#: 8015677
CC

Professional summary

Carter Timothy Colemer is a registered financial advisor currently at FFP WEALTH MANAGEMENT, LLC located in Coon Rapids, Minnesota.

Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Carter has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Carter Timothy Colemer'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

November 27, 2024 - Present

FFP WEALTH MANAGEMENT, LLC

Office #1: 11375 Robinson Drive, Suite 200, Coon Rapids, MN 55433
RIA
CRD#: 300253
Coon Rapids, 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".
FFP WEALTH MANAGEMENT, LLC
FFP WEALTH MANAGEMENT, LLC
FFP WEALTH ACQUISTION, LLC | FFP WEALTH MANAGEMENT, LLC

CRD#: 300253 / SEC#: 801-114728

RIA
Registered Investment Advisory firm - (2/21/2019 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
(11/27/2024)
IAR
Texas
(11/27/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/29/2024
Uniform Investment Adviser Law Examination

Current Firm

FFP WEALTH MANAGEMENT, LLC
FFP WEALTH MANAGEMENT, LLC
FFP WEALTH ACQUISTION, LLC | FFP WEALTH MANAGEMENT, LLC

CRD#: 300253 / SEC#: 801-114728

RIA
Registered Investment Advisory firm - (2/21/2019 Approved)
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Contact information

Main Address
11375 Robinson Drive, Suite 200, Coon Rapids, MN 55433
Mailing Address
Phone number
(763) 231-2760
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A AND 2B (5/1/2025)

Regulatory assets under management

Total Number of Accounts884
AUM (Assets Under Management)$ 234,369,540

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

FFP WEALTH MANAGEMENT, LLC

FFP WEALTH MANAGEMENT, LLC

CRD#: 300253Coon Rapids, MN 55433

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