The Advocate Group, LLC

The Advocate Group, LLC (CRD# 155270) is a financial advisory firm headquartered in Minnetonka, MN. They manage $635,903,379 in 947 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305
http://www.theadvocategroup.com
By the Numbers
  • Total Assets Under Management
    636
    MILLION
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $671,492
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MN, NH, OH, TX, WI

Financial Advisors at The Advocate Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael Corrigan, financial advisor Minnetonka MN
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 19 years of experience in the finance industry.

2
Elizabeth Kindseth, financial advisor Minnetonka MN
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.

3
Emily Meisinger, financial advisor Minnetonka MN
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.

4
Sean Ohagan, financial advisor Minnetonka MN
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 15 years of experience in the finance industry.

5
Seth Heimermann, financial advisor Minnetonka MN
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.

6
Hunter Hillstrom, financial advisor Minnetonka MN
Hunter J. Hillstrom
CRD#: 6195749
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Hunter Hillstrom (CRD# 6195749) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

7
Dylan Ibarra, financial advisor Minnetonka MN
Dylan J. Ibarra
CRD#: 7766116
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Dylan Ibarra (CRD# 7766116) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

8
Bailey Norby, financial advisor Minnetonka MN
Bailey M. Norby
CRD#: 6837264
601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305

Bailey Norby (CRD# 6837264) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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