# THE ADVOCATE GROUP, LLC

THE ADVOCATE GROUP, LLC of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 155270
- Type: SEC-registered investment adviser
- SEC file number: 801-72157
- Location: 601 CARLSON PARKWAY, SUITE 1100, MINNETONKA, MN, 55305
- Phone: 952-693-2630
- Latest filing: 2026-02-04
- Regulatory AUM: $809.9M
- Discretionary AUM: $808.2M
- Non-discretionary AUM: $1.7M
- Clients: 17
- Accounts: 1,068

## Business model

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

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Michael Lee Corrigan | CEO, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | — |
| Sean Patrick Ohagan | SECRETARY, MEMBER, ELECTED MANAGER | — |
| Rebecca A Wachter | COO, TREASURER, MEMBER, ELECTED MANAGER | — |
| Elizabeth Ellen Kindseth | MEMBER | — |
| Seth Phillip Heimermann | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Emily Mary Meisinger | MEMBER | — |
| VAN BENSCHOTEN DAVID BERNARD | MEMBER; MEMBER & INVESTMENT ADVISOR; MEMBER, TREASURER & CHIEF INVESTMENT OFFICER (+2 more) | — |
| BARNHILL PHILLIP WILLIAM | MEMBER & CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| LUECK RICKY LEE | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER; MANAGING MEMBER, SENIOR WEALTH ADVISOR; MEMBER & ADVISOR (+4 more) | — |
| PERRY-BARNHILL MICHELE ANN | MEMBER, SECRETARY & OPERATIONS MANAGER; PARTNER, SECRETARY & OPERATIONS MANAGER | — |
| HUANG FANG ECHO | MEMBER; MEMBER & ADVISOR; PARTNER | — |
| O'LEARY SHANNON MARIE | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR (+1 more) | — |
| CORRIGAN MICHAEL LEE | CEO, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER; CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER; MEMBER & ADVISOR (+3 more) | — |
| OHAGAN SEAN PATRICK | MEMBER; MEMBER & ADVISOR; MEMBER & PLANNING ADVISOR (+2 more) | — |
| OLSON ELIZABETH ELLEN | MEMBER | — |
| WACHTER REBECCA A | COO, TREASURER, MEMBER, ELECTED MANAGER; MEMBER, DIRECTOR OF BUSINESS OPERATIONS; TREASURER, MEMBER, ELECTED MANAGER | — |
| KINDSETH ELIZABETH ELLEN | MEMBER | — |
| HEIMERMANN SETH PHILLIP | CHIEF INVESTMENT OFFICER, MEMBER | — |
| MEISINGER EMILY MARY | MEMBER | — |
| Jacob John Worthen | OWNER, INVESTMENT ADVISOR REP | — |
| Hunter Jon Hillstrom | OWNER, INVESTMENT ADVISOR REP | — |
| Sabrina F Karns | OWNER, INVESTMENT ADVISOR REP | — |
| Dylan Jacob Ibarra | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155270/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155270/similar
- Related entities: https://search.stillhousedata.com/firm/155270/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155270

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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.