Joel Dean Baumgarten
Investment adviser representative at Pine Grove Financial Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Pine Grove Financial GroupFeb 2022 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2022
- Fidelity InvestmentsSep 2013 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Pine Grove Financial Group
Legal name: Mlg Wealth Management, Inc.
$1.5BAssets managed
1,404Clients
14Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5462331
- Firm CRD
- 308193