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Elizabeth Ellen Kindseth

THE ADVOCATE GROUP, LLC·MINNETONKA, Minnesota
Clean record11 years registeredTHE ADVOCATE GROUP, LLC
601 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 6024203Firm CRD# 155270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Ellen Kindseth · MINNETONKA, MN
Registration
CRD #6024203 · THE ADVOCATE GROUP, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

THE ADVOCATE GROUP, LLC
Mar 2015 – present
02

Registrations & Exams

Registration record
First registered · March 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE ADVOCATE GROUP, LLC
CRD 155270 · SEC 801-72157
AUM
$636M
Regulatory assets under management
Employees
17
947 client accounts
Services offered by THE ADVOCATE GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE ADVOCATE GROUP, LLC →
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05

Frequently Asked Questions

What services does Elizabeth Ellen Kindseth offer?
Elizabeth Ellen Kindseth specializes in Financial Planning, Investment Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Elizabeth Ellen Kindseth's credentials?
Elizabeth Ellen Kindseth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ellen Kindseth located?
Elizabeth Ellen Kindseth is based in MINNETONKA, Minnesota, working with THE ADVOCATE GROUP, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Elizabeth Ellen Kindseth charge for services?
Elizabeth Ellen Kindseth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ADVOCATE GROUP, LLC?
THE ADVOCATE GROUP, LLC has approximately 17 employees and manages $636M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE ADVOCATE GROUP, LLC

Shannon Marie O'leary
MINNETONKA, MN
Seth Phillip Heimermann
MINNETONKA, MN
Michele Ann Perry-Barnhill
MINNETONKA, MN
Sean Patrick Ohagan
MINNETONKA, MN
Michael Lee Corrigan
MINNETONKA, MN
CFP
Ricky Lee Lueck
MINNETONKA, MN

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