Terra Johnson
PINE GROVE FINANCIAL GROUP
Minnetonka, MN 55305
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CRD#: 5977205
Professional summary
Terra Johnson, CFP®, who also goes by Tarra Rose Rasmussen, Tarra Rasmussen, Terra Rose Rasmussen, Rasmussen Terra, is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Minnetonka, Minnesota.
Terra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Terra has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tarra Rose Rasmussen | Tarra Rasmussen | Terra Rose Rasmussen | Rasmussen Terra
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 OTHER BUSINESS: ADVISORNET FINANCIAL,
INVESTMENT RELATED: YES,
ADDRESS: SAME AS REGISTERED LOCATION,
NATURE OF BUSINESS: FINANCIAL SERVICES,
POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE,
START DATE: 09/11,
APPROX NUMBER OF HOURS PER MONTH: 160,
BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
2. ADVISORNET WEALTH MANAGEMENT,
INVESTMENT RELATED,
SAME AS REGISTERED ADDRESS,
ADVISORY BUSINESS,
ADVISORY REPRESENTATIVE,
START 07/25/2013,
40HRS/WK (32.5 TRADING HOURS),
OUTSIDE RIA, HELP CLIENTS WITH INVESTMENT OPTIONS OF THEIR HSA;
3. FIXED INSURANCE WITH VARIOUS COMPANIES,
INVESTMENT RELATED,
SAME AS REGISTERED ADDRESS,
FIXED INSURANCE,
START 07/25/2013,
VARIOUS HOURS/WEEK,
INSURANCE AGENT, SELLS LIFE, AND ANNUITIES;
4. MINNEAPOLIS STORM YOUTH HOCKEY ASSOCIATION,
NOT INVESTMENT RELATED,
400 KENWOOD PARKWAY, MINNEAPOLIS, MN 55403,
COACHING U12 MINNEAPOLIS STORM GIRLS HOCKEY,
START 10/21/2013,
3HRS/WK (NON-TRADING HOURS),
ASSISTANT COACH;
5. PRINTING ENTERPRISES INC.,
NOT INVESTMENT RELATED,
1411 1ST AVE. NW, NEW BRIGHTON, MN 55112,
PRINTING OF SCHOOL AGENDA BOOKS,
START 05/14/2014,
4HRS/WK (NON-TRADING HOURS),
FACTORY WORKER;
6. NAME OF OTHER BUSINESS: BENILD ST. MARGARET HIGH SCHOOL
INVESTMENT RELATED: NO
ADDRESS: 2700 MONTEREY DR. ST LOUIS PARK MN 55416
NATURE OF BUSINESS: NONPROFIT
START DATE: 10/2015
POSITION/TITLE/RELATIONSHIP: HOCKEY ASSISTANT COACH
APX NUMBER OF HOURS PER WEEK: 5
APX NUMBER OF HOURS DURING TRADING HOURS: 0
BRIEF DESCRIPTION OF DUTIES: PART TIME ASSISTANT COACH
7. NAME OF OTHER BUSINESS: HOLY ANGELS VARSITY GIRLS HOCKEY
INVESTMENT RELATED: NO
ADDRESS: 660 NICOLLET AVE MINNEAPOLIS MN 55423
NATURE OF BUSINESS: HOCKEY PROGRAM
START DATE: 10/2016
APX NUMBER OF HOURS PER WEEK: 6
APX NUMBER OF TRADING HOURS PER WEEK: 6
POSITION/TITLE/RELATIONSHIP: VARSITY GIRLS ASSISTANT COACH
BRIEF DESCRIPTION OF DUTIES: ON ICE PRACTICES, GAMES, & OFF ICE TRAINING
CRS (Client Relationship Summary) - RIA
Click below to view Terra Johnson'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®
CFP®
Start date: 2017
Experience
Current
October 1, 2020 - Present
PINE GROVE FINANCIAL GROUP
Office #1: 13100 Wayzata Blvd, Suite 300, Minnetonka, MN 55305RIA
CRD#: 308193
Minnetonka, MN
Past
April 11, 2016 - October 2, 2020
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
Minnetonka, MN
Past
January 8, 2014 - May 29, 2019
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MINNEAPOLIS, MN
Past
October 25, 2011 - May 29, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
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".
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(10/1/2020)
Exams
State Security Law Exam
General 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
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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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