The Advocate Group, LLC

The Advocate Group, LLC (CRD# 155270) is a financial advisory firm headquartered in Minnetonka, MN. They manage $439,755,114 in 847 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $519,191
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, OH, WI

Financial Advisors at The Advocate Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael L. Corrigan
CRD#: 4666812
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Michael Corrigan (CRD# 4666812) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has over 15 years of experience in the finance industry. Michael Corrigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elizabeth E. Kindseth
CRD#: 6024203
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Elizabeth Kindseth (CRD# 6024203) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has 1 year of experience in the finance industry. Elizabeth Kindseth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ricky L. Lueck
CRD#: 3005127
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Ricky Lueck (CRD# 3005127) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has over 22 years of experience in the finance industry.

4
Emily M. Meisinger
CRD#: 6436276
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Emily Meisinger (CRD# 6436276) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has 1 year of experience in the finance industry. Emily Meisinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Sean P. Ohagan
CRD#: 5361404
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Sean Ohagan (CRD# 5361404) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has over 11 years of experience in the finance industry. Sean Ohagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Seth P. Heimermann
CRD#: 6355251
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

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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