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 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    1,060
    ACCOUNTS
  • Average Account Value
    $137,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, MI, NJ, NM, NV, PA, TX

Financial Advisors at Cross State Financial Group LLC
Showing 1 - 8 of 8 top financial advisors.
1
Kevin J. Aguas
CRD#: 4573669
Flagstaff, AZ

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.

2
Robert Cassella
CRD#: 1596984
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111

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.

3
Christopher S. Damen
CRD#: 2916865
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111

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.

4
Andrew S. Flack
CRD#: 5712950
Grand Haven, MI

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.

5
Steven S. Iversen
CRD#: 820813
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111

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.

6
Danielle E. Mutz
CRD#: 4179319
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111

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.

7
Michael A. Ball
CRD#: 2500989
430 E. Southern Ave., Tempe, AZ 85282

Michael Ball (CRD# 2500989) is an Investment Advisor Representative working at Cross State Financial Group LLC in Tempe, AZ and has over 29 years of experience in the finance industry.

8
Forrest Means
CRD#: 7260310
8421 Osuna Road Ne, Suite C, Albuquerque, NM 87111

Forrest Means (CRD# 7260310) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.