Colleen Weber Cpa, LLC
Colleen Weber Cpa, LLC (CRD# 133181) is a financial advisory firm headquartered in Chanhassen, MN. They manage $109,026,597 in 213 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management109MILLION
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Total Number of Accounts213ACCOUNTS
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Average Account Value$511,862
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Colleen Weber Cpa, LLC
1
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.
2
Olivia Knapp (CRD# 7835169) is an Investment Advisor Representative working at Colleen Weber Cpa, LLC in Chanhassen, MN and has 1 year of experience in the finance industry.
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