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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-05-2020
- Office Locations
- 2
Office Locations
About Pine Grove Financial Group
Pine Grove Financial Group is a Minnesota-based advisory firm providing personalized financial planning and investment management, with a coordinated approach to retirement income, expenses, portfolio allocation, taxes, and healthcare planning. The team serves retirees and business owners, including succession and exit planning support. Investment implementation commonly uses ETFs and mutual funds, and the firm custody platform includes Charles Schwab. A differentiator is its proprietary Retirement H.E.A.L.T.H. Stress-test® and online H.E.A.L.T.H. quiz.
Reported data analysis
What the numbers show
Between December 12, 2025 and May 19, 2026, reported AUM increased 0.9%, from $1.5B to $1.5B.
Across 5 reported observations, AUM increased 138.2% between December 12, 2022 and May 19, 2026, from $626.2M to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 1,404 clients, or 100.3 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pine Grove Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Matthew Lee Gulbransen
Chief Compliance Officer, Managing Partner, President
- CRD
- #4920019
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Dean Daichi Allen
Wealth Advisor
- CRD
- #7731616
Joshua Paul Anderson
Investment Operations Analyst
- CRD
- #7257248
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,491,320,609 | $349,255 |
| Non-Discretionary | $0 | -- |
| Total | $1,491,320,609 | $349,255 |
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Separately Managed Accounts
SMA allocation detail is available
Pine Grove Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.