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Current Employers
Cahill Financial Advisors, Inc.

7261 Ohms Lane, Edina, MN 55439 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-09
TX RA APPROVED 2024-08-19
MN RA APPROVED 2014-01-29
  • AZ RA
    APPROVED
    Since 2024-09-09
  • TX RA
    APPROVED
    Since 2024-08-19
  • MN RA
    APPROVED
    Since 2014-01-29

Branch Locations

7261 Ohms Lane, Edina, MN 55439 • United States

Peoria, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cahill Financial Advisors, Inc. Edina MN 04/2013 Present
Other Businesses

1) Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building. 2) Please note that while I have maintained an active CPA license since 2001, I do not provide tax preparation or accounting services to advisory clients, nor do I hold myself out to the public for CPA services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-02-13
S65 Uniform Investment Adviser Law Examination 2001-04-18
  • S63 Uniform Securities Agent State Law Examination
    2003-02-13
  • S65 Uniform Investment Adviser Law Examination
    2001-04-18
Designations
Other Names
  • Diane Adele Petersen

View on SEC IAPD

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