THE ADVOCATE GROUP, LLC of MINNETONKA, MN is an SEC-registered investment adviser (CRD 155270). Regulatory assets under management: $809.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |