Bjorn W. Amundson

QUARRY HILL ADVISORS

Saint Paul, MN 55114

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CRD#: 5049255

Professional summary

Bjorn William Amundson, AIF®, CFP®, who also goes by Bjorn Amundson, is a registered financial advisor currently at QUARRY HILL ADVISORS located in Saint Paul, Minnesota.

Bjorn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bjorn has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bjorn Amundson

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) NAME OF ENTITY: COMPASS MINISTRIES; ADDRESS: WOODBURY, MN 55125 BUSINESS DESCRIPTION: CHURCH MINISTRY; NOT INVESTMENT RELATED; START DATE: 02/2015; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: 1-9 HRS. HOURS DEVOTED DURING TRADING HOURS PER MONTH: NONE (2) NAME OF ENTITY: BJORN AMUNDSON RENTAL. ADDRESS OF BUSINESS: PERSONAL RESIDENCE. BUSINESS DESCRIPTIONS: BASEEMENT RENTAL BUSINESS IS NOT INVESTMENT RELATED. PROJECTED START DATE: - 08/26/16. CAPACITY: Sole Proprietor. DUTIES PERFORMED: LANDLORD HOURS DEVOTED TO THIS OBA PER MONTH: NONE. HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: NONE. (3) KAPLAN FINANCIAL EDUCATION; ADDRESS: 332 FRONT STREET, STE 555, LACROSSE, WI 54601; BUSINESS DESCRIPTION: FINANCIAL EDUCATION; NOT INVESTMENT RELATED; START DATE: 06/30/2017; CAPACITY: EMPLOYEE; DUTIES: CFP INSTRUCTOR; HOURS DEVOTED PER WEEK: 2; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bjorn William Amundson'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 28, 2021 - Present

QUARRY HILL ADVISORS

Office #1: 550 Vandalia Street Suite 311, Saint Paul, MN 55114

RIA

CRD#: 288334

Saint Paul, MN

Past

January 4, 2016 - June 9, 2021

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MINNEAPOLIS, MN

Past

January 4, 2016 - June 9, 2021

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MINNEAPOLIS, MN

Past

November 27, 2013 - January 13, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

INVER GROVE HEIGHTS, MN

Past

August 23, 2011 - January 13, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

INVER GROVE HEIGHTS, MN

Past

September 27, 2010 - August 15, 2011

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MINNEAPOLIS, MN

Past

September 9, 2010 - August 15, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MINNEAPOLIS, MN

Past

July 18, 2006 - December 5, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNETONKA, MN

Past

November 29, 2005 - June 22, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, 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".

QUARRY HILL ADVISORS

QUARRY HILL ADVISORS | QUARRY HILL ADVISORS, LLC

CRD#: 288334 / SEC#: 801-122010

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Florida

Registered Investment Advisory firm - (8/12/2021 Terminated)

Minnesota

Registered Investment Advisory firm - (8/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/28/2021)

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 66

Date: 9/24/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/5/2005

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: 9/8/2010

General Securities Representative Examination

Current Firm

QUARRY HILL ADVISORS

QUARRY HILL ADVISORS | QUARRY HILL ADVISORS, LLC

CRD#: 288334 / SEC#: 801-122010

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Florida

Registered Investment Advisory firm - (8/12/2021 Terminated)

Minnesota

Registered Investment Advisory firm - (8/12/2021 Terminated)

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Contact information

Main Address

550 Vandalia Street Suite 311, Saint Paul, MN 55114

Mailing Address

Phone number

(612) 440-0318

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (1/27/2025)

Regulatory assets under management

Total Number of Accounts	909
AUM (Assets Under Management)	$ 292,382,348

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/15/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Bjorn W. Amundson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bjorn William Amundson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

QUARRY HILL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2010

Series 63

Date: 12/5/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2010

Current Firm

QUARRY HILL ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QUARRY HILL ADVISORS

TRUST BUT VERIFY

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