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THE ADVOCATE GROUP, LLC
THE ADVOCATE GROUP, LLC
MINNETONKA, Minnesota
·
9 registered advisors
·
CRD# 155270
SEC# 801-72157
0
952-693-2630
01
Firm Overview
AUM
$636M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE ADVOCATE GROUP, LLC
9 registered advisors
Elizabeth Ellen Kindseth
MINNETONKA, Minnesota
CRD# 6024203
Emily Mary Meisinger
MINNETONKA, Minnesota
CRD# 6436276
Michael Lee Corrigan
MINNETONKA, Minnesota
CFP
CRD# 4666812
Michele Ann Perry-Barnhill
MINNETONKA, Minnesota
CRD# 4505928
Phillip William Barnhill
MINNETONKA, Minnesota
CRD# 1011341
Ricky Lee Lueck
MINNETONKA, Minnesota
CRD# 3005127
Sean Patrick Ohagan
MINNETONKA, Minnesota
CRD# 5361404
Seth Phillip Heimermann
MINNETONKA, Minnesota
CRD# 6355251
Shannon Marie O'leary
MINNETONKA, Minnesota
CRD# 6106265
05
Office Locations
MINNETONKA, Minnesota
9 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
.