CRD Number: 5415522
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both
At St. Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. We help them develop their financial plan or, as we refer to it, their Financial GPS. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives.
While there are many milestones in one’s life, retirement can be the most significant. At St. Croix Wealth Management, our mission is to help our clients set a course toward reaching their goals so they are more prepared for their future retirement. At every turn, we’re here to help clients plan – from investment strategies, to complex wealth management needs, to managing their portfolio.
The advice needs of our clients will change over the course of their lives. St. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages.
Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through St. Croix Wealth Management, which is not affiliated with Woodbury Financial Services, Inc
See Disclosures at: www.joinwoodbury.com/disclosures/socialmedia
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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