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Patrick Terrence Ross

ROSSJOHNSON & ASSOCIATES, LLC·PLYMOUTH, Minnesota
Clean recordROSSJOHNSON & ASSOCIATES, LLC
3380 ANNAPOLIS LANE, PLYMOUTH, MN 55447CRD# 2387120Firm CRD# 297583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Terrence Ross · PLYMOUTH, MN
Registration
CRD #2387120 · ROSSJOHNSON & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Terrence Ross is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with ROSSJOHNSON & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROSSJOHNSON & ASSOCIATES, LLC
ROSSJOHNSON & ASSOCIATES, LLC
AUM
$150M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ROSSJOHNSON & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2387120
Firm CRD# 297583
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Terrence Ross offer?
Patrick Terrence Ross specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Patrick Terrence Ross's credentials?
Patrick Terrence Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Terrence Ross located?
Patrick Terrence Ross is based in PLYMOUTH, Minnesota, working with ROSSJOHNSON & ASSOCIATES, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Patrick Terrence Ross charge for services?
Patrick Terrence Ross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSSJOHNSON & ASSOCIATES, LLC?
ROSSJOHNSON & ASSOCIATES, LLC has approximately 5 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROSSJOHNSON & ASSOCIATES, LLC

Anthony R Johnson
PLYMOUTH, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (875)MINNETONKA (134)EDINA (122)ST PAUL (108)BLOOMINGTON (91)WAYZATA (88)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (36)MAPLE GROVE (23)
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Research
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