Peter Miles, financial advisor Oakdale MN
100 score

Peter Miles

St. Croix Wealth Management

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.

CONTACT
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Company Name Location Dates Years
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
Contact Info for Peter G. Miles
Phone Number: 651.502.2266
Registered State(s):
  • MN
  • WI
  • AZ
  • CO
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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