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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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