Carl
Lymangood

Petros Family Wealth, LLC

CRD#5092137
Investment Advisor
in Minneapolis, MN

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About this Advisor

Carl Lymangood is a financial advisor operating in Minneapolis, Minnesota. Lymangood is on the advisory team at Petros Family Wealth, LLC. Over the course of their career, Lymangood has held roles at Wells Fargo Advisors, LLC, Mn Army National Guard, Petros Family Wealth, LLC and Wells Fargo Clearing Services, LLC. Lymangood holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Petros Family Wealth, LLC is a firm headquartered in Minneapolis, MN. It administers $151 million in total assets between its 662 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 662 accounts, 29% belong to high-net-worth clients who have at least $1 million in assets available to invest. Petros Family Wealth, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely are based on which services the firm provides the client. However, fees charged by Petros Family Wealth, LLC most likely include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

8500 Normandale Lake Blvd Suite 850
Minneapolis, MN 55437

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Petros Family Wealth, LLC Brokerage Details

Total Assets Under Management

$150,506,357

MN Average: $5,289,111,388
Total Number of Employees

6

MN Average: 157
Total Number of Accounts

662

MN Average: 8,262
Average Account Size

$227,351

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Carl Lymangood Work History

Carl has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Petros Family Wealth, LLC

2016 - 2023 (7 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2009 - 2018 (9 years)

Mn Army National Guard

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carl Lymangood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Petros Family Wealth, LLC

Cade Johnson
Minneapolis, MN
Erik Hasselquist
Minneapolis, MN
Carl Lymangood
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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