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Colleen Ann Weber

Colleen Weber Cpa, LLC

Chanhassen, MN

Eden Prairie, MN

CRD 4891500

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Employer firm

Colleen Weber Cpa, LLC CRD 133181

$121M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Colleen Weber Cpa, Llc

470 W. 78Th St. Suite 200, Chanhassen, MN 55317 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-02-22
  • MN RA
    APPROVED
    Since 2018-02-22

Branch Locations

470 W. 78Th St. Suite 200, Chanhassen, MN 55317 • United States

Eden Prairie, MN • 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
Colleen Weber Cpa, Llc Chanhassen MN 12/1998 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-06
  • S65 Uniform Investment Adviser Law Examination
    2005-01-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

OSAIC WEALTH, INC. · Chanhassen, MN
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