Carl
Lymangood
Petros Family Wealth, LLC
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About this Advisor
Carl Lymangood is a financial advisor based in Minneapolis, Minnesota, working with Petros Family Wealth, LLC. Carl has previously held positions at Wells Fargo Advisors, LLC, Mn Army National Guard, Wells Fargo Clearing Services, LLC, and Petros Family Wealth, LLC. Carl has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Carl is part of Petros Family Wealth, LLC, which operates out of Minneapolis, Minnesota. The firm has 6 employees and manages assets totaling $231.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Petros Family Wealth, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Petros Family Wealth, LLC Brokerage Details
$231,423,310
6
1,106
$209,243
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
Petros Family Wealth, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Mn Army National Guard
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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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