Unclaimed Profile

Phillip Warren Grodnick

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC·WAYZATA, Minnesota

Series 000, Series 1, Series 3, Series 8, Series 15, Series 40, Series 63, Series 65Clean record22 years registeredMINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

3620 COUNTY ROAD 101 S., WAYZATA, MN 55391CRD# 230540Firm CRD# 129963

Profile Verification

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

Identity

Phillip Warren Grodnick · WAYZATA, MN

Registration

CRD #230540 · MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Jun 2004 – present

WACHOVIA SECURITIES, LLC

Sep 2003 – Apr 2004

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 000

Series 1

Series 3

Series 8

Series 15

Series 40

Series 63

Series 65

Registration record

First registered · September 26, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

CRD 129963 · SEC 801-62669

AUM

$889M

Regulatory assets under management

Employees

1,879 client accounts

Services offered by MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Phillip Warren Grodnick offer?

Phillip Warren Grodnick specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAYZATA, Minnesota for a consultation.

What are Phillip Warren Grodnick's credentials?

Phillip Warren Grodnick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Warren Grodnick located?

Phillip Warren Grodnick is based in WAYZATA, Minnesota, working with MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Phillip Warren Grodnick charge for services?

Phillip Warren Grodnick'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 MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC?

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC has approximately 9 employees and manages $889M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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