MG
Matthew L. Gulbransen
PINE GROVE FINANCIAL GROUP
WOODBURY, MN 55125
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CRD#: 4920019
MG
Professional summary
Matthew Lee Gulbransen is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Woodbury, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 6 firms and has passed the Series 66, Series 6TO, SIE 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.
1. Pine Grove Financial Group. Investment Related. Main Office @ 635 Bielenberg Drive, Suite 210, Woodbury MN. RIA. Owner/IAR. Start 12/2013. 160 hours per month during trading. Financial planning and investment management. 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 10/2013, 4HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS ANNUITIES; 3. M2 Marketing-Not investment related-11608 Wagon Wheel Curve, Woodbury, MN 55125-Marketing company that offers services to financial advisors-President-2017-0 hrs/mth 4. "HOW TO FIND A FINANCIAL ADVISOR YOU CAN TRUST";-MATTHEW GULBRANSEN, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, RETAIL SALES OF BOOK ON AMAZON.COM, START 01/08/2015, 4HRS/WK (NON-TRADING HOURS), AUTHOR/PROMOTOR - SELLING BOOK "HOW TO FIND A FINANCIAL ADVISOR YOU CAN TRUST"; 5. NAME OF OTHER BUSINESS: STRESS-TEST YOUR RETIREMENT INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: BOOK START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: AUTHOR BRIEF DESCRIPTION OF DUTIES: FINISHED BOOK FOR SALE ON AMAZON 6. Thee Bridges Capital, Lake Elmo, CA, Private Investment vehicle, General Partner, less than 50% of his time is spent on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lee Gulbransen'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
June 5, 2020 - Present
PINE GROVE FINANCIAL GROUP
Office #1: 796 Bielenberg Dr. Suite 103, Woodbury, MN 55125RIA
CRD#: 308193
WOODBURY, MN
Past
April 2, 2018 - October 8, 2021
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Woodbury, MN
Past
December 17, 2013 - April 4, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
WOODBURY, MN
Past
December 17, 2013 - July 24, 2020
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
WOODBURY, MN
Past
November 1, 2013 - April 4, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WOODBURY, MN
Past
June 15, 2007 - November 21, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
EAGAN, MN
Past
July 21, 2006 - November 21, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
EAGAN, MN
Past
August 25, 2005 - July 3, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
ST. PAUL, 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".
PG
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
PG
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
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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
21
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,081 |
| AUM (Assets Under Management) | $ 1,247,926,037 |
Red Flags
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Company Information
PINE GROVE FINANCIAL GROUP
CRD#: 308193Woodbury, MN 55125TRUST BUT VERIFY
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