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Patrick Terrence Ross

Rossjohnson & Associates, LLC

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About Patrick Terrence Ross

Patrick Terrence Ross is an investment advisor representative with Rossjohnson & Associates, LLC in Plymouth, MN. Patrick Terrence Ross has been in the securities industry since January 1994. Patrick Terrence Ross has passed the Series 6, Series 63, and Series 65 exams. Patrick Terrence Ross specializes in portfolio management for individuals and financial planning. Patrick Terrence Ross has experience with Park Avenue Securities LLC and Guardian Investor Services Corporation.

Firm Information

Patrick Ross is currently registered with Rossjohnson & Associates, LLC. Rossjohnson & Associates, LLC is an investment advisory firm located in Plymouth, MN. They have 5 licensed agents and 5 investment adviser representatives, and manage approximately $170.4 million in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals and pension and profit-sharing plans.
Rossjohnson & Associates, LLC

3380 ANNAPOLIS LANE

PLYMOUTH, MN 55447

$170.42M

Assets Under Management

32

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Ross’s Registration & Firm History

MN

06/03/2019 - Present

Rossjohnson & Associates, LLC (PLYMOUTH MN)

MN

05/03/1999 - 08/07/2018

PARK AVENUE SECURITIES LLC (PLYMOUTH MN)

NY

02/13/1997 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

WI

01/14/1994 - 02/13/1997

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

01/14/1994 - 02/12/1997

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 05/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Terrence Ross.
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