Corey RossCRD Number: 7129742
Current Firm: Rossjohnson & Associates, LLC
Corey Ross (CRD# 7129742) is an Investment Advisor Representative working at Rossjohnson & Associates, LLC in Plymouth, MN and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
|Rossjohnson & Associates, LLC||Plymouth, MN||May 2019 - Current||3|
|Ross\johnson & Associates||Plymouth, MN||May 2018 - Current||4|
|Student||Collegeville, MN||Sep 2002 - May 2018||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management134MILLIONS
Total Number of Accounts398ACCOUNTS
Average Account Value$336,658
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, MN, TX
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