Samuel Patrick Ross
Investment adviser representative at Rossjohnson & Associates, LLC
10 yearsExperience
1 stateRegistered in
$211.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rossjohnson & Associates, LLCJan 2026 to now
- Ross\johnson & Associates LLCOct 2025 to now
- Fms Solutions LLCSep 2020 to Oct 2025
- CliftonlarsonallenJun 2020 to Sep 2020
- Retail Financial ServicesJun 2018 to May 2020
- University of St. ThomasSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Rossjohnson & Associates, LLC
$211.6MAssets managed
274Clients
4Advisers
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
- 8205510
- Firm CRD
- 297583