Financial ADVSR advisor directory · SEC adviser records
The Advocate Group, LLC financial advisors in Minnetonka, MN
Every SEC-registered investment adviser representative at a The Advocate Group, LLC office in Minnetonka, A to Z.
The short answer
9 registered advisors work at The Advocate Group, LLC in Minnetonka, out of 9 at the firm nationwide; it ranks number 12 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
The Advocate Group, LLC advisors in Minnetonka, A to Z
Every The Advocate Group, LLC advisor →- Michael L. CorriganCertified Financial Planner
- Emily A. EinwalterCertified Financial Planner
- Scott HartzellCertified Financial Planner
- Seth P. HeimermannChartered Financial Analyst
- Hunter J. HillstromChartered Financial Analyst
- Elizabeth E. KindsethCertified Financial Planner
- Emily M. MeisingerCertified Financial Planner
- Sean P. OhaganCertified Financial Planner
- Brennan P. SkonCertified Financial Planner
The Advocate Group, LLC advisors in every city and state →The Advocate Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Minnetonka
All Minnetonka advisors →Cetera Investment Advisers LLC 48Ameriprise Financial Services, LLC 42Advisornet Wealth Partners 38Principal Securities, Inc. 30Strategic Advisers LLC 21Park Avenue Securities LLC 20Osaic Wealth, Inc. 19Robert W. Baird & Co. Incorporated 17Bluestem Wealth Partners, LLC 15Captrust 12Great Valley Advisor Group, LLC 9Cherry Tree Wealth Management, LLC 8
Questions
How many financial advisors does The Advocate Group, LLC have in Minnetonka?
9 investment adviser representatives are registered at The Advocate Group, LLC offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is The Advocate Group, LLC one of the largest advisor employers in Minnetonka?
The Advocate Group, LLC ranks number 12 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 48.
How do I check a The Advocate Group, LLC advisor in Minnetonka?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Advocate Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.