The Advocate Group
Financial ServicesView the employees at
The Advocate Group-
Seth Heimermann, CFA Chief Investment Officer and Portfolio Manager at The Advocate Group
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Top 5%
Dylan Ibarra Financial Planning Associate - The Advocate Group-
Minnetonka, Minnesota, United States
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Rising Star
Liz Kindseth, CFP® Wealth Advisor at The Advocate Group-
Hopkins
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Rising Star
Michael Welf Client Service Associate at The Advocate Group-
Shakopee, Minnesota, United States
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Rising Star
Overview
The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies: General Mills, Cargill, Medtronic, Land O’Lakes, 3M, Target and more. We understand complex compensation plans and benefit packages. We are a fee based, Independent Registered Investment Advisor, wholly owned by our employees. We build lasting relationships and deliver best in class service. We put financial planning first to make sure we understand your financial goals and concerns. Our concierge level of service ensures your time is spent on the things you value most.
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