Michelle Campbell is a CFP-designated registered investment advisor at Pine Grove Financial Group, based in Woodbury, MN, with 34 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,388 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pine Grove Financial Group offers ongoing investment management for a fee based on a percentage of your portfolio's value. The annual fee can be up to 1.25%. If a third-party advisor is used to manage part of your portfolio, their fee will be separate and typically no more than 0.35% per year. There is a $250,000 minimum account size.
Location
796 Bielenberg Dr., Suite 103, Woodbury, MN, 55125-1412
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is the Director of Investment Management at Pine Grove Financial Group, dedicating full-time hours to financial planning and portfolio management. She also volunteers for Union Gospel Mission and My Team Triumph - Minnesota, spending minimal time on these activities.
Employment History
Current Registrations
Pine Grove Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisor Networks LLC
Advisornet Wealth Management
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Woodbury Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.