# CROSS STATE FINANCIAL GROUP LLC

CROSS STATE FINANCIAL GROUP LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser.

## Registration

- CRD: 282011
- Type: SEC-registered investment adviser
- SEC file number: 801-117843
- Location: 6721 ACADEMY RD. NE, SUITE B, ALBUQUERQUE, NM, 87109
- Phone: 800-621-6974
- Latest filing: 2026-04-24
- Regulatory AUM: $188.3M
- Discretionary AUM: $188.3M
- Clients: 10
- Accounts: 1,111

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Steven Scott Iversen | MEMBER | — |
| Danielle Elizabeth Mutz | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| IVERSEN STEVEN SCOTT | MEMBER | — |
| MUTZ DANIELLE ELIZABETH | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282011/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282011/similar
- Related entities: https://search.stillhousedata.com/firm/282011/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282011

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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.