A complete list of active advisors currently associated with RossJohnson & Associates, LLC
Warmer can help you find a great advisor at RossJohnson & Associates, LLC or one who fits your needs even better.
ROSS\JOHNSON & Associates provides personalized financial planning and ongoing portfolio management for individuals and high‑net‑worth clients, preparing investment policy statements and offering discretionary account management. In addition to core advisory services, the firm offers optional non‑advisory services, including insurance recommendations (life, disability, and annuities) and tax preparation services offered under separate engagement letters and fees. The firm follows a primarily long‑term, low‑turnover investment approach that combines fundamental analysis, modern portfolio theory, and quantitative methods to construct client‑specific portfolios and monitor them periodically. RJA commonly places client assets with SEI, may recommend or enroll clients in SEI’s wrap program, and typically requests discretionary authority to implement investment decisions on clients’ behalf. Noteworthy distinctions include that some firm principals are licensed insurance agents who may receive commissions on insurance product sales—a relationship the brochure discloses and describes as a potential conflict of interest. The firm also recently added Tax Preparation Services limited by capacity to certain clients, and operates with operational practices that differ from many peers (for example, it processes client trades individually rather than aggregating block trades).
To learn more about the advisors currently working at RossJohnson & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plymouth, MN
| 7
| |
Plymouth, MN
| 32
| |
Plymouth, MN
| 0
|
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