Erik
Hasselquist
Petros Family Wealth, LLC
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About this Advisor
Erik Hasselquist is a financial advisor who works out of Minneapolis, Minnesota. Hasselquist works at Petros Family Wealth, LLC. During their career, Hasselquist has held roles at Trinlogix, Forest Lake Automotive Group, Vertical Limit Construction, Twin Citys Automotive Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Wells Fargo Clearing Services, LLC and Petros Family Wealth, LLC. Hasselquist has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Petros Family Wealth, LLC is an advisory firm operating out of Minneapolis, MN. It controls $151 million in total assets between its 662 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 662 customer accounts, 29% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually depend on which services are offered. However, fee types billed by Petros Family Wealth, LLC can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Petros Family Wealth, LLC Brokerage Details
$150,506,357
6
662
$227,351
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
Erik Hasselquist Work History
Erik has been registered as a financial advisor for 0 years.*
Petros Family Wealth, LLC
Wells Fargo Clearing Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Vertical Limit Construction
Trinlogix
Forest Lake Automotive Group
Twin Citys Automotive Group
*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 Erik Hasselquist 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
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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