THE ADVOCATE GROUP, LLC

MINNETONKA, Minnesota·10 registered advisors·CRD# 155270
SEC# 801-721570952-693-2630
01

Firm Overview

AUM
$636M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE ADVOCATE GROUP, LLC

10 registered advisors
Elizabeth Ellen Kindseth
MINNETONKA, Minnesota
Emily Mary Meisinger
MINNETONKA, Minnesota
Michael Lee Corrigan
MINNETONKA, Minnesota
Michele Ann Perry-Barnhill
MINNETONKA, Minnesota
Phillip William Barnhill
MINNETONKA, Minnesota
Rebecca A Wachter
MINNETONKA, Minnesota
Ricky Lee Lueck
MINNETONKA, Minnesota
Sean Patrick Ohagan
MINNETONKA, Minnesota
Seth Phillip Heimermann
MINNETONKA, Minnesota
Shannon Marie O'leary
MINNETONKA, Minnesota
05

Office Locations

MINNETONKA, Minnesota
10 advisors

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Data sourced from SEC Form ADV filings. THE ADVOCATE GROUP, LLC (CRD# 155270) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.