Bixby Tyler Gilbertson
Investment adviser representative at Petros Family Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$341.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Petros Family Wealth, LLCFeb 2023 to now
- Wells Fargo Clearing Services, LLCSep 2018 to Feb 2023
- Wells Fargo Home MortgageJan 2017 to Sep 2018
- Appleone Emplyment Services (wells Fargo Contractor)May 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Petros Family Wealth, LLC
$341.6MAssets managed
533Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6582780
- Firm CRD
- 324059