Michelle L. Campbell

PINE GROVE FINANCIAL GROUP

WOODBURY, MN 55125

Some features on this profile are disabled

CRD#: 2171019

Professional summary

Michelle Lynn Campbell, CFP®, who also goes by Michelle L Campbell, Michelle Lynn Olson, is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Woodbury, Minnesota.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michelle has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle L Campbell | Michelle Lynn Olson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Pine Grove Financial Group. Investment Related. 635 Bielenberg Drive, Woodbury, MN 55125. Financial Planning. Director of Investment Management. Start 4/2008. 160 Hrs/Mo; 130 Hrs During Trading Hours. Financial Planning and Portfolio Management. 2. UNION GOSPEL MISSION. Not Investment Related. 77 East 9th Street, St Paul MN 55101. Charity. Volunteer. Start 9/2016.0-5 hours per month, some during trading. Distributing food, organizing donations, etc. 3.MY TEAM TRIUMPH - MINNESOTA. Not Investment Related. 929 PORTLAND AVE, #1808, MINNEAPOLIS, MN 55404. Non-Profit. Angel. Start 8/2017. 1-3 hours per month not during trading. Push cart containing disabled person in endurance events.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 5, 2020 - Present

PINE GROVE FINANCIAL GROUP

Office #1: 796 Bielenberg Dr. Suite 103, Woodbury, MN 55125

RIA

CRD#: 308193

WOODBURY, MN

Past

April 24, 2018 - October 8, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Woodbury, MN

Past

November 19, 2013 - April 3, 2018

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WOODBURY, MN

Past

March 19, 2012 - July 24, 2020

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

WOODBURY, MN

Past

May 8, 2008 - April 3, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WOODBURY, MN

Past

September 23, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 23, 2004 - March 27, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LAKE ELMO, MN

Past

September 26, 1991 - September 13, 2004

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINE GROVE FINANCIAL GROUP

GRAY PINES WEALTH MANAGEMENT | PINE GROVE FINANCIAL GROUP | MLG WEALTH MANAGEMENT, INC. | KADENCE WEALTH

CRD#: 308193 / SEC#: 801-118868

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(6/5/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/2/1996

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/22/1996

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 7/27/1993

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PINE GROVE FINANCIAL GROUP

GRAY PINES WEALTH MANAGEMENT | PINE GROVE FINANCIAL GROUP | MLG WEALTH MANAGEMENT, INC. | KADENCE WEALTH

CRD#: 308193 / SEC#: 801-118868

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

796 Bielenberg Dr. Suite 103, Woodbury, MN 55125

Mailing Address

Phone number

(651) 714-0323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINE GROVE FINANCIAL GROUP ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	4,081
AUM (Assets Under Management)	$ 1,247,926,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Brian Niemann

LPL FINANCIAL LLC

IAR

STILLWATER, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michelle L. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CETERA WEALTH SERVICES, LLC

ADVISORNET WEALTH PARTNERS

CETERA WEALTH SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PINE GROVE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/1998

Series 63

Date: 10/6/1993

SIE

Date: 10/1/2018

Series 7

Date: 1/24/1995

Series 6

Date: 9/24/1991

Series 53

Date: 12/2/1996

Series 24

Date: 4/22/1996

Series 26

Date: 7/27/1993

Current Firm

PINE GROVE FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINE GROVE FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors