The Advocate Group, LLC
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 155270
- Registered since
- February 25, 2011
- Website
- theadvocategroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.21%
- Charitable Organizations3.44%
- Individuals3.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Advocate Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. It operates an insurance brokerage alongside advisory services, which helps explain its use of annuity products. The firm charges fees based on a percentage of assets under management and through fixed fees. It is not positioned as a capital allocator, does not list pension consulting, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
3 of 3
Seth Heimermann
Chief Investment OfficerCRD 6355251
Michael Corrigan
Chief Executive OfficerCRD 4666812
Rebecca Wachter
Chief Operating OfficerCRD 6495755
Contacts
3 of 7
Sean Ohagan
Senior Wealth AdvisorCRD 5361404
Elizabeth Kindseth
Wealth AdvisorCRD 6024203
Emily Meisinger
Wealth AdvisorCRD 6436276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 601 Carlson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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