Joshua Paul Anderson
Investment adviser representative at Pine Grove Financial Group
10 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
10 years in the industry.
- Pine Grove Financial GroupNov 2022 to now
- Crossroads Financial GroupSep 2021 to Nov 2022
- Purshe Kaplan Sterling InvestmentsSep 2021 to Nov 2022
- UnemployedMay 2021 to Sep 2021
- Thrivent FinancialJan 2021 to May 2021
- Gustavus Adolphus CollegeSep 2020 to May 2021
- Thrivent FinancialJun 2020 to Aug 2020
- Gustavus Adolphus CollegeSep 2019 to May 2020
- Cj LandscapingJun 2019 to Aug 2019
- Gustavus Adolphus CollegeSep 2018 to May 2019
- Expert Center of European SoccerJun 2018 to Aug 2018
- Gustavus Adolphus CollegeSep 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Timothy Christian High SchoolAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7257248
- Firm CRD
- 308193