Camie Moen Quigley

Employer firm

Petros Family Wealth, LLC CRD 324059

$342M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 11/2016
  Wells Fargo Advisors, Llc
  Saint Paul, MN
• 11/2016 → 08/2023
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN
• 08/2023 → Present
  Petros Family Wealth, Llc
  Bloomington, MN

Previous Registrations

• 2012-10-16 → 2023-08-16
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Wayzata, MN
  Bloomington, MN
  Wayzata, MN
  Minneapolis, MN
  Minneapolis, MN
  Woodbury, MN
  Bloomington, MN

Other Businesses

CMQ ENTERPRISES LLC; NOT INVESTMENT RELATED; SOUTH ST PAUL, MN; INTERIOR DESIGN / STAGING BUSINESS; START 8/2014; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES HELP PEOPLE WITH STAGING THEIR HOME BEFORE PUTTING ON MARKET TO SELL.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-09
• S63 Uniform Securities Agent State Law Examination
  1991-03-04

Other Names

• Camie Jean Hagen
• Camie J Moen
• Camie Jean Moen