Joshua P. Anderson

PINE GROVE FINANCIAL GROUP

WOODBURY, MN 55125

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CRD#: 7257248

Professional summary

Joshua Paul Anderson, who also goes by Joshua P Anderson, Joshua Anderson, is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Woodbury, Minnesota.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joshua has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua P Anderson | Joshua Anderson

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) 1. Thrivent Advisor Network d/b/a Crossroads Financial Group 2. Investment Related 3. 10900 Wayzata Blvd. Suite 220, Minnetonka, MN 55305 4. RIA 5. Investment Service Specialist 6. 09/2021 7. 160 hrs/mo 8. 160 hrs during trading 9. Investment service specialist

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Paul Anderson'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®

None

Experience

Current

January 3, 2023 - Present

PINE GROVE FINANCIAL GROUP

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

RIA

CRD#: 308193

WOODBURY, MN

Past

February 1, 2022 - November 21, 2022

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Minnetonka, MN

Past

October 5, 2021 - November 22, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Minnetonka, 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
(1/3/2023)

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: 1/24/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/5/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/21/2021

Securities Industry Essentials 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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Joshua P. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Paul Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE GROVE FINANCIAL GROUP

THRIVENT ADVISOR NETWORK, LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

PINE GROVE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2022

Series 7TO

Date: 10/5/2021

SIE

Date: 7/21/2021

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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