Cade Johnson
Advisor at Petros Family Wealth, LLC — Bloomington, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Bloomington, MN 55437
Petros Family Wealth, LLC
Team
Total advisors
8Clients per advisor
66 HighAvg AUM per client
$637,629 LowHNW client ratio
16% LowCade Johnson is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Thrivent. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in assets, employing a team-based approach that combines active and passive strategies with tax-aware asset allocations and offers services including discretionary portfolio management and supervision of held-away assets.
Based on Petros Family Wealth, LLC
Based on Petros Family Wealth, LLC
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.40% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Fee-only: Financial planning and consulting services billed on a fixed fee basis ranging from $500 to $10,000 depending on complexity
Bloomington, MN
8500 Normandale Lake Blvd, Suite 850
Bloomington MN 55437
Advisors at this office
8
Minnesota
3 years of industry experience
Petros Family Wealth, LLC
2023 - Present • 3 years
Chanhassen, MN
Wells Fargo Clearing
2022 - 2023 • 1 year
Minnetonka, MN
Unemployed
2021 - 2022 • 1 year
Maple Grove, MN
Thrivent
2021 - 2021 • 1 year
St. Paul, MN
Unemployed
2016 - 2021 • 5 years
Maple Grove, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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