Colleen Weber Cpa, LLC
Firm details
- Headquarters
- Chanhassen, Minnesota
- CRD number
- 133181
- Website
- colleenweber.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Colleen Weber Cpa, LLC is an independent RIA operating as a limited liability company and owned by Colleen Weber. The firm combines accounting practice with advisory work, positioning itself to serve individual and family clients as well as small businesses. Its client-facing services focus on financial planning and portfolio management for individuals and small employers, and it charges fixed fees for advisory work. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- US Government Bonds14%
- Cash & Cash Equivalents9%
- Exchange Traded Equities5%
Contacts
2 of 2Olivia Knapp
ParaplannerCRD 7835169
Colleen Weber
OwnerCRD 4891500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chanhassen, MN
Carver
Location
Chanhassen, MN
Headquartered in Chanhassen, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Carver
- Address
- 470 W 78th St
- Time zone
- CT (UTC-6)
- Office locations
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