Colleen Weber, financial advisor Chanhassen MN

Colleen Weber

CRD Number: 4891500
Current Firm: Colleen Weber Cpa, LLC

Colleen Weber (CRD# 4891500) is an Investment Advisor Representative working at Colleen Weber Cpa, LLC in Chanhassen, MN and has over 19 years of experience in the finance industry. Colleen Weber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Colleen Weber Cpa, LLC Chanhassen, MN Dec 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Colleen A. Weber
Phone Number: 952-470-0750
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $443,508
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MN

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