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RK

Ryan J. Key

PINE GROVE FINANCIAL GROUP
WOODBURY, MN 55125
Some features on this profile are disabled
CRD#: 6342367
RK

Professional summary

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

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Jeffrey Key'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

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

September 12, 2018 - July 24, 2020

ADVISORNET WEALTH PARTNERS

RIA
CRD#: 113074
WOODBURY, MN
Past

November 29, 2017 - October 10, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
New Prague, MN
Past

November 29, 2017 - October 10, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
New Prague, MN
Past

February 13, 2017 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
New Prague, MN
Past

February 13, 2017 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
New Prague, MN
Past

October 20, 2014 - January 26, 2017

EDWARD JONES

RIA
CRD#: 250
INVER GROVE HEIGHTS, MN
Past

July 30, 2014 - January 26, 2017

EDWARD JONES

BD
CRD#: 250
INVER GROVE HEIGHTS, 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
RR
IAR
Series 66
Date: 8/22/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/29/2014
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,081
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.

Company Information

PINE GROVE FINANCIAL GROUP

CRD#: 308193Woodbury, MN 55125

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