Seth HeimermannCRD Number: 6355251
Current Firm: The Advocate Group, LLC
Seth Heimermann (CRD# 6355251) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|The Advocate Group LLC||Minnetonka, MN||Oct 2019 - Current||2|
|Unemployed||Minneapolis, MN||Jun 2018 - Oct 2019||1|
|Columbia Threadneedle Investments||Minneapolis, MN||Jun 2014 - Jun 2018||4|
|Us Bank||Minneapolis, MN||Mar 2013 - Jun 2014||1|
|Knelman Asset Management||Minneapolis, MN||Sep 2008 - Mar 2013||4|
Total Assets Under Management484MILLIONS
Total Number of Accounts889ACCOUNTS
Average Account Value$544,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MN, OH, WI
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