Unclaimed Profile

Bjorn William Amundson

QUARRY HILL ADVISORS, LLC·SAINT PAUL, Minnesota

SIE, Series 7, Series 63, Series 66CFPClean record15 years registeredQUARRY HILL ADVISORS, LLC

550 VANDALIA STREET, SAINT PAUL, MN 55114CRD# 5049255Firm CRD# 288334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bjorn William Amundson · SAINT PAUL, MN

Registration

CRD #5049255 · QUARRY HILL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

QUARRY HILL ADVISORS

May 2021 – present

RBC CAPITAL MARKETS, LLC

Jan 2016 – Jun 2021

MINNEAPOLIS, MN

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2013 – Jan 2016

INVER GROVE HEIGHTS, MN

RBC CAPITAL MARKETS, LLC

Sep 2010 – Aug 2011

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 27, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUARRY HILL ADVISORS, LLC

CRD 288334 · SEC 801-122010

AUM

$256M

Regulatory assets under management

Employees

795 client accounts

Services offered by QUARRY HILL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUARRY HILL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bjorn William Amundson offer?

Bjorn William Amundson specializes in Financial Planning, Investment Management. Contact their office in SAINT PAUL, Minnesota for a consultation.

What are Bjorn William Amundson's credentials?

Bjorn William Amundson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bjorn William Amundson located?

Bjorn William Amundson is based in SAINT PAUL, Minnesota, working with QUARRY HILL ADVISORS, LLC. Their office serves clients in the SAINT PAUL metropolitan area and surrounding communities.

How does Bjorn William Amundson charge for services?

Bjorn William Amundson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUARRY HILL ADVISORS, LLC?

QUARRY HILL ADVISORS, LLC has approximately 5 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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