Seth Heimermann, financial advisor Minnetonka MN

Seth Heimermann

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Seth Heimermann has no recent exams reported.
Contact Info for Seth P. Heimermann
Phone Number: 952-693-2630
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    484
    MILLIONS
  • Total Number of Accounts
    889
    ACCOUNTS
  • Average Account Value
    $544,961
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MN, OH, WI

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