Unclaimed Profile

Emily Mary Meisinger

THE ADVOCATE GROUP, LLC·MINNETONKA, Minnesota

Clean record8 years registeredTHE ADVOCATE GROUP, LLC

601 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 6436276Firm CRD# 155270

Profile Verification

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

Identity

Emily Mary Meisinger · MINNETONKA, MN

Registration

CRD #6436276 · THE ADVOCATE GROUP, LLC · 8 years registered

Brand Profile

Not yet started

Career History

THE ADVOCATE GROUP, LLC

Dec 2017 – present

Registrations & Exams

Registration record

First registered · December 19, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ADVOCATE GROUP, LLC

CRD 155270 · SEC 801-72157

AUM

$636M

Regulatory assets under management

Employees

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 →

Introduction

Speak with Emily

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Emily is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MINNETONKA?

Browse all registered financial advisors in MINNETONKA, Minnesota or claim this profile if it's yours.

Browse MINNETONKA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Emily Mary Meisinger offer?

Emily Mary Meisinger specializes in Financial Planning, Investment Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Emily Mary Meisinger's credentials?

Emily Mary Meisinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emily Mary Meisinger located?

Emily Mary Meisinger 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 Emily Mary Meisinger charge for services?

Emily Mary Meisinger'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →