Cross State Financial Group LLC
Cross State Financial Group LLC (CRD# 282011) is a financial advisory firm headquartered in Albuquerque, NM. They manage $145,456,346 in 1,060 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management145MILLION
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Total Number of Accounts1,060ACCOUNTS
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Average Account Value$137,223
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, IA, MI, NJ, NM, NV, PA, TX
Kevin Aguas (CRD# 4573669) is an Investment Advisor Representative working at Cross State Financial Group LLC in Flagstaff, AZ and has over 21 years of experience in the finance industry.
Robert Cassella (CRD# 1596984) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 36 years of experience in the finance industry.
Christopher Damen (CRD# 2916865) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 20 years of experience in the finance industry.
Andrew Flack (CRD# 5712950) is an Investment Advisor Representative working at Cross State Financial Group LLC in Grand Haven, MI and has over 13 years of experience in the finance industry.
Steven Iversen (CRD# 820813) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 43 years of experience in the finance industry.
Danielle Mutz (CRD# 4179319) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 20 years of experience in the finance industry.
Michael Ball (CRD# 2500989) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 29 years of experience in the finance industry.
Forrest Means (CRD# 7260310) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 4 years of experience in the finance industry.