Jeffrey A. Clark

PINE GROVE FINANCIAL GROUP

WOODBURY, MN 55125

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CRD#: 5858137

Professional summary

Jeffrey Allan Clark, CFP® is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Woodbury, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE. INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allan Clark'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 5, 2020 - Present

PINE GROVE FINANCIAL GROUP

Office #1: 796 Bielenberg Dr. Suite 103, Woodbury, MN 55125

RIA

CRD#: 308193

WOODBURY, MN

Past

February 23, 2018 - July 24, 2020

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

Woodbury, MN

Past

January 22, 2014 - March 4, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OAKDALE, MN

Past

November 18, 2013 - February 27, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAKDALE, MN

Past

September 10, 2012 - October 30, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ARDEN HILLS, MN

Past

May 4, 2011 - September 12, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LAKE ELMO, 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".

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)

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: 1/22/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/3/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINE GROVE FINANCIAL GROUP ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	4,081
AUM (Assets Under Management)	$ 1,247,926,037

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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Firm Stability Insights

Jeffrey A. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allan Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORNET WEALTH PARTNERS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

PINE GROVE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/2014

Series 63

Date: 8/2/2011

SIE

Date: 2/27/2018

Series 7

Date: 11/12/2012

Series 6

Date: 5/3/2011

Current Firm

PINE GROVE FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINE GROVE FINANCIAL GROUP

TRUST BUT VERIFY

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