TK
Thomas Karlen
from Petros Family Wealth, LLC
Thomas Karlen is a financial advisor based in Minnesota, Bloomington,
with 30 years of experience. Thomas currently works for
Petros Family Wealth, LLC.
Thomas maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Karlen works at Petros Family Wealth, LLC
Petros Family Wealth, LLC is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $141,519,880 of assets under management and employs about 6 people. Petros Family Wealth, LLC uses a fee structure of a percentage of assets under your management, fixed fees and monthly subscription to financial planning tools.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
9 years
Fee structure
A percentage of assets under your management, fixed fees and monthly subscription to financial planning tools
Office location
8500 Normandale Lake Blvd, Suite 850, Bloomington, Minnesota, 55437
Advisor can help with
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