RJ
Rolf G. Johnsen
KELLOGG ASSET MANAGEMENT
St Louis Park, MN 55416
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CRD#: 4264410
RJ
Professional summary
Rolf Georg-sloan Johnsen is a registered financial advisor currently at KELLOGG ASSET MANAGEMENT, LLC located in St Louis Park, Minnesota.
Rolf is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Rolf has worked at 1 firm and has passed the Series 65 exam.
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.
Name of the other business; The Basilica Landmark of Saint Mary's https://www.thebasilicalandmark.org/ Is the business investment-related; Yes the address of the other business; 88 17th St N, Minneapolis, MN Nature of the other business; TO PRESERVE, RESTORE, AND ADVANCE THE HISTORIC BASILICA OF SAINT MARY FOR ALL GENERATIONS. Position; The Landmark Investment Committee member (note: the committee is overseeing the endowment for the purposes of maintaining, restoring, etc. the church Basilica of St Mary's in downtown Minneapolis). Start date of your relationship; August 26, 2024 Approx. number of hours/month devote to other business; 1/4 hour Number of hours you devote to other business during securities trading hours; 0 hours Describe duties relating to the other business; Serve as part of a committee that allocates 3 endowments. The endowments are ~ $5 to 7mm total and invested in LPs, mutual funds, ETFs, and money market funds. The committee meets quarterly (sometimes less) for about 45 minutes. They are advised by Advanced Capital Group (Michael Hoeschen, CPA). - - - - - - - - - - - - - - - Name of the other business; Chaparral Management LLC Is the business investment-related; Yes the address of the other business; 4717 Townes Road Edina, MN 55424 Nature of the other business; Passive investment in commercial real estate. Position; 50% owner, my wife is the other 50% owner Start date of your relationship; August 1, 2010 Approx. number of hours/month devote to other business; 1 hour Number of hours you devote to other business during securities trading hours; 0 hours Describe duties relating to the other business; Monitor Real estate prices
CRS (Client Relationship Summary) - RIA
Click below to view Rolf Georg-sloan Johnsen's 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®
NoneExperience
Current
December 11, 2018 - Present
KELLOGG ASSET MANAGEMENT, LLC
Office #1: 5353 Wayzata Blvd Suite 203, St Louis Park, MN 55416RIA
CRD#: 150031
St Louis Park, 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".
KA
KELLOGG ASSET MANAGEMENT, LLC
KELLOGG ASSET MANAGEMENT, LLC
CRD#: 150031 / SEC#: 801-70113
RIA
Registered Investment Advisory firm - (5/11/2009 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(12/11/2018)
Current Firm
KA
KELLOGG ASSET MANAGEMENT, LLC
KELLOGG ASSET MANAGEMENT, LLC
CRD#: 150031 / SEC#: 801-70113
RIA
Registered Investment Advisory firm - (5/11/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 North Adams Street, Green Bay, WI 54301
Mailing Address
Phone number
(800) 236-5215
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 2,651,598,328 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/15/2025 | ||
| 09/26/2024 | ||
| 08/21/2023 | ||
| 10/19/2022 |
Red Flags
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