CP
Carl Petterson
VERA LAKE CAPITAL
EDINA, MN 55435
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CRD#: 8229573
CP
Professional summary
Carl Petterson is a registered financial advisor currently at VERA LAKE CAPITAL, LLC located in Edina, Minnesota.
Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Carl has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Carl Petterson'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®
NoneExperience
Current
March 31, 2026 - Present
VERA LAKE CAPITAL, LLC
Office #1: 4951 W. 77th St. Ste. 51, Edina, MN 55435RIA
CRD#: 341142
EDINA, 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(3/31/2026)
Exams
Current Firm
VL
VERA LAKE CAPITAL, LLC
VERA LAKE CAPITAL, LLC
CRD#: 341142 / SEC#: 801-135693
RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)PREMIUM
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Contact information
Main Address
4951 W. 77th St. Ste. 51, Edina, MN 55435
Mailing Address
Phone number
(612) 524-9165
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
