Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Derek N

Series 66

Minnetonka, MN

Pine Grove Financial Group

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Lakestone Wealth Management, Gray Pines Wealth Management, and Cetera Advisor Networks. Outside of his advisory role, Nutter is a licensed insurance agent selling life, annuities, and long-term care products. Pine Grove Financial Group serves individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages approximately $1.5 billion across 1,400 client relationships, focusing on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Terra J

CFP®, Series 63

Minnetonka, MN

Pine Grove Financial Group

Terra Johnson is a CFP® professional with 15 years of experience, currently serving at Pine Grove Financial Group. Prior to this, Terra held roles at Lakestone Wealth Management, Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and Cetera Advisor Networks. Terra is also a licensed insurance agent authorized to sell fixed life insurance and annuities. Pine Grove Financial Group is a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships, serving individuals including high-net-worth clients as well as retirement plan sponsors and participants. The firm provides discretionary asset management, written financial planning, and fiduciary consulting, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and periodic rebalancing.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Nicholas F

CFP®

Minnetonka, MN

Pine Grove Financial Group

Nicholas Fahrendorff is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group in Minnetonka, MN. His prior work includes roles at Lakestone Wealth Management, Solutran, Dominos Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Jason J

CFP®, Series 63, Series 65

Minnetonka, MN

Pine Grove Financial Group

Jason Johnson is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Pine Grove Financial Group and has held prior roles at Lakestone Wealth Management, AdvisorNet Wealth Management, Kadence Wealth, and other firms. He is also licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Pine Grove Financial Group is a team-based firm managing approximately $1.5 billion across about 1,400 client relationships, serving individuals and retirement plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers discretionary asset management, financial planning, and fiduciary services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)