Terra Johnson (CRD# 5977205) is an Investment Advisor Representative working at Pine Grove Financial Group in Minnetonka, MN and has over 12 years of experience in the finance industry. Terra Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pine Grove Financial Group | Minnetonka, MN | Oct 2020 - Current | 3 |
| Gray Pines Wealth Management | Minneapolis, MN | Jan 2018 - Current | 6 |
| Advisornet Wealth Management | Minneapolis, MN | Apr 2016 - Current | 8 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - May 2019 | 6 |
| Nutter Financial Group | Minneapolis, MN | Apr 2015 - Jan 2018 | 2 |
| Advisornet Financial | Minneapolis, MN | Sep 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
- MN
-
Total Assets Under Management1,027MILLIONS
-
Total Number of Accounts3,984ACCOUNTS
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Average Account Value$257,816
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, MN, NE, TX
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