Harrison T. Grodnick

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP

Wayzata, MN 55391

Some features on this profile are disabled

CRD#: 2276179

Professional summary

Harrison Todd Grodnick is a registered financial advisor currently at MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC located in Wayzata, Minnesota.

Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Harrison has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mr. Grodnick is a co-owner and co-operator of Tortoise Properties, LLC since April 2023. Mr. Grodnick devotes approximately 4 hours per month to this role, all of which are during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harrison Todd Grodnick'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®

None

Experience

Current

June 29, 2004 - Present

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Office #1: 3620 County Road 101 S., Wayzata, MN 55391

RIA

CRD#: 129963

Wayzata, MN

Past

September 26, 2003 - April 19, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MINNEAPOLIS, MN

Past

July 1, 2003 - April 19, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 4, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | MINNEAPOLIS WEALTH MANAGEMENT, LLC

CRD#: 129963 / SEC#: 801-62669

RIA

Registered Investment Advisory firm - (1/14/2004 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
(11/6/2013)

IAR

Texas
(6/29/2004)

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: 3/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/3/1999

General Securities Representative Examination

Current Firm

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | MINNEAPOLIS WEALTH MANAGEMENT, LLC

CRD#: 129963 / SEC#: 801-62669

RIA

Registered Investment Advisory firm - (1/14/2004 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

3620 County Road 101 S., Wayzata, MN 55391

Mailing Address

Phone number

(612) 334-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPMG ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,782
AUM (Assets Under Management)	$ 900,615,846

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

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Harrison T. Grodnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harrison Todd Grodnick's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/1999

Series 63

Date: 3/10/1999

Series 7

Date: 3/3/1999

Current Firm

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Similar Advisors