The Advocate Group LLC
Legal Name: THE ADVOCATE GROUP, LLC
Full Contact Details
The Advocate Group LLC
601 CARLSON PARKWAY, SUITE 1100, MINNETONKA, MN
952-693-2630
952-693-2631
Other Info
The Advocate Group, LLC, legally known as THE ADVOCATE GROUP, LLC, is a Minnesota Limited Liability Company catering to 44 clients. With a team composed of 11 employees, six of whom hold advisory roles, the firm remains steadfast and approved by the U.S. Securities and Exchange Commission since its registration on Feb 25, 2011.
The Advocate Group - Financial Planning & Investment Management
Executive Financial Planning and Invesment Management. Working with corporate executives to understand their compensation and achieve their financial goals.
Direct Owners
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DAVID BERNARD VAN BENSCHOTEN
MEMBER owns more than 25% but less than 50%
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MICHAEL LEE CORRIGAN
MEMBER, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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REBECCA A WACHTER
MEMBER, DIRECTOR OF BUSINESS OPERATIONS owns less than 5%
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RICKY LEE LUECK
MANAGING MEMBER, SENIOR WEALTH ADVISOR owns more than 25% but less than 50%
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SEAN PATRICK OHAGAN
MEMBER, WEALTH ADVISOR owns less than 5%