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Carter Timothy Colemer

Ffp Wealth Management, LLC

Coon Rapids, MN

CRD 8015677

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Employer firm

Ffp Wealth Management, LLC CRD 300253

$301M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Ffp Wealth Management, Llc

11375 Robinson Drive, Suite 200, Coon Rapids, MN 55433 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-27
TX RA APPROVED 2024-11-27
  • MN RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED
    Since 2024-11-27

Branch Locations

11375 Robinson Drive, Suite 200, Coon Rapids, MN 55433 • 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
Ffp Wealth Management, Llc Coon Rapids MN 11/2024 Present
Ffp Wealth Management, Llc Coon Rapids MN 03/2023 11/2024
Winona National Bank Winona MN 11/2021 03/2023
Pipestone Systems Pipestone MN 05/2021 08/2021
Full-Time Student Winona MN 01/2014 12/2021
  • 11/2024 → Present
    Ffp Wealth Management, Llc
    Coon Rapids, MN
  • 03/2023 → 11/2024
    Ffp Wealth Management, Llc
    Coon Rapids, MN
  • 11/2021 → 03/2023
    Winona National Bank
    Winona, MN
  • 05/2021 → 08/2021
    Pipestone Systems
    Pipestone, MN
  • 01/2014 → 12/2021
    Full-Time Student
    Winona, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-29
  • S65 Uniform Investment Adviser Law Examination
    2024-10-29

View on SEC IAPD

Nearby Firms

HARBOUR INVESTMENTS, INC.
LIFESTAGE WEALTH MANAGEMENT, INC.
TLG ADVISORS, INC.

Nearby Investors

ADAM JAMES HUB
MATTHEW DAVID ENGELMANN
JEFFREY LYNN WICKMANN

Nearby Offices

HARBOUR INVESTMENTS, INC. · Coon Rapids, MN
LIFESTAGE WEALTH MANAGEMENT, INC. · COON RAPIDS, MN
TLG ADVISORS, INC. · Minneapolis, MN

More in Coon Rapids, MN

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