CRD Number: 5415522
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both
Peter G. Miles (CRD# 5415522) is an Financial Advisor working at St. Croix Wealth Management in Woodbury, MN and has over 13 years of experience in the finance industry.
Brown Wealth Management, LLC
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Woodbury Financial Services||Oakdale, MN||Feb 2017 - Current||< 1|
|U.s. Bancorp Investments, Inc.||Cottage Grove, MN||Oct 2008 - Feb 2017||8|
|U.s. Bancorp Investments, Inc.||Circle Pines, MN||Aug 2007 - Oct 2008||1|
|U.s. Bank||Circle Pines, MN||Nov 2004 - Oct 2008||3|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Securities and investment advisory service offered through Woodbury Financial Services, Inc., member FINRA/SIPC and Registered Investment Advisor. Insurance services offered through St. Croix Wealth Management which is not affiliated with Woodbury Financial Services. Inc.
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