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DA

Donald L. Andersen

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CRD#: 4705
DA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Louis Andersen was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1972. Donald had worked at 11 firms and has passed the Series 65, Series 66, Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 3, 2014 - June 15, 2021

RED PINE INVESTMENT COUNSEL, INC.

RIA
CRD#: 159079
ST. LOUIS PARK, MN
Past

September 11, 2007 - February 17, 2010

FELTL & COMPANY

BD
CRD#: 6905
PLYMOUTH, MN
Past

March 14, 2006 - September 14, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
EDINA, MN
Past

January 2, 2003 - September 14, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
EDINA, MN
Past

July 8, 1999 - January 8, 2003

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

March 16, 1998 - July 12, 1999

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

March 3, 1993 - March 16, 1998

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

June 5, 1989 - February 22, 1993

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

June 2, 1987 - May 25, 1989

COLLIERS SECURITIES LLC

BD
CRD#: 7477
Past

July 23, 1985 - June 4, 1987

INVESTMENT DIRECTIONS, INC.

BD
CRD#: 16508
Past

February 27, 1981 - July 24, 1985

COLLIERS SECURITIES LLC

BD
CRD#: 7477
Past

January 12, 1979 - December 10, 1985

NOBLE SECURITIES CO.

BD
CRD#: 7066
Past

November 26, 1975 - February 5, 1979

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

November 20, 1974 - December 26, 1975

PAGEL INC.

BD
CRD#: 6007
Past

October 4, 1972 - December 18, 1974

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

September 1, 1972 - April 13, 1973

J SHAPIRO CO

BD
CRD#: 1000003

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/11/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 8/24/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


RP
RED PINE INVESTMENT COUNSEL, INC.
RED PINE INVESTMENT COUNSEL | RED PINE INVESTMENT COUNSEL, INC.

CRD#: 159079 / SEC#:

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Contact information


Main Address
4021 Vernon Avenue South Suite 300, St. Louis Park, MN 55416
Mailing Address
Phone number
(612) 604-5148
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts49
AUM (Assets Under Management)$ 23,229,004

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.

Company Information


RED PINE INVESTMENT COUNSEL, INC.

CRD#: 159079

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