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Gregory Petrie

Blackridge Asset Management, LLC
29 Years of Experience
Chaska, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Petrie is a registered investment advisor at Blackridge Asset Management, LLC, based in Chaska, MN, with 29 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

524 Innsbruck Drive, Chaska, MN, 55318

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2004
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a band member and an IAR with Blackridge Asset Management, and works as a financial advisor for HERO Insurance and Planning, selling life insurance and annuities for about 10-20% of his time.

Employment History
Current Registrations
Blackridge Asset Management, LLC
March 2021 - Present · 5 yrs 7 mos
Peak Brokerage Services, LLC
March 2021 - Present · 5 yrs 7 mos
Peak Brokerage Services, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Blackridge Asset Management, LLC
March 2021 - March 2021 · 0 mos
Northwestern Mutual Investment Services, LLCBroker
September 2020 - February 2021 · 5 mos
Northwestern Mutual Investment Services,llc
September 2020 - February 2021 · 5 mos
Star Capital INC.
October 2015 - July 2020 · 4 yrs 9 mos
Independent Solutions Wealth Management, LLC
September 2015 - July 2020 · 4 yrs 10 mos
Peak Brokerage Services, LLCBroker
September 2015 - July 2020 · 4 yrs 10 mos
Next Financial Group, INC.
January 2014 - September 2015 · 1 yr 8 mos
Next Financial Group, INC.Broker
April 2011 - September 2015 · 4 yrs 5 mos
Riversource Distributors, INC.Broker
October 2010 - December 2010 · 2 mos
Ameriprise Financial Services, INC.Broker
December 2000 - November 2010 · 9 yrs 11 mos
Ids Life Insurance CompanyBroker
December 2000 - July 2006 · 5 yrs 7 mos
American Express Financial Advisors INC.Broker
September 1997 - September 2000 · 3 yrs
Ids Life Insurance CompanyBroker
September 1997 - September 2000 · 3 yrs
Sii Investments, INC.Broker
June 1997 - August 1997 · 2 mos
Dean Witter Reynolds INC.Broker
April 1996 - May 1997 · 1 yr 1 mo
State Registrations2 states
AZMN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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