# TWIN CITIES RETIREMENT GROUP, LLC

TWIN CITIES RETIREMENT GROUP, LLC of PLYMOUTH, MN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 154974
- Type: SEC-registered investment adviser
- SEC file number: 801-135555
- Location: 15600 36TH AVE N, SUITE 240, PLYMOUTH, MN, 55446
- Phone: 952-600-7550
- Latest filing: 2026-04-20
- Regulatory AUM: $144.9M
- Discretionary AUM: $144.9M
- Clients: 3
- Accounts: 234

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Patrick James Illies | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2009-11-02 | regulatory | PATRICK ILLIES, MANAGEMENT PERSON, SUBMITTED A LETTER OF ACCEPTANCE, WAIVER AND CONSENT IN WHICH HE WAS SUSPENDED FROM ASSOCIATION FROM ANY FINANCIAL REGULATORY AUTHORITY, INC. (FINRA) MEMBER IN ANY CAPACITY FOR NINE MONTHS. (11/2/09-8/1/10). WITHOUT ADMITTING OR DENYING THE FINDINGS, ILLIES CONSENT… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154974/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154974/similar
- Related entities: https://search.stillhousedata.com/firm/154974/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154974

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.