Advanced Capital Group
Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN. Our expert team uses a proactive and collaborative approach that enhances financial results for organizations and individuals, with a specific focus on Institutional Investment Consulting, Participant Financial Wellness Services, Institutional Investment Management and Individual Investment Management. Additionally, Benefits & Risk Consulting is provided to our clients through a strategic partnership. Advanced Capital Group (ACG) is a Registered Investment Advisor (RIA) domiciled in the state of Minnesota and subject to the Investment Advisor Act of 1940. This information is not a recommendation to sell, hold or buy any security. All investments carry risk of loss and may lose value and past performance is not a guarantee of future results. Investment products are not FDIC insured, and FDIC and SIPC insurance coverage do not protect investors from market losses due to fluctuation in market values. As an RIA, ACG does not provide tax advice or legal services. This material is for educational purposes only and does not constitute an investment advisory agreement. This document is the property of Advanced Capital Group, Inc. CRD #109673.
7-day free trial · no credit card
Verified contacts
39
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
1
tools in use
Monthly traffic
65
organic / mo
Sign up free to see all 39 verified contacts at Advanced Capital Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- CR
Chad Rice
Director of Retirement Investment Strategies, Senior Portfolio Manager · Finance & Accounting
EmailPhone - DS
Dan Schroeder
Principal and Director of Retirement Plan Consulting at Advanced Capital Group · Other
EmailPhone - DM
Dean Miller
Sr Business Development Officer (Director of Golf) · Other
EmailPhone - JD
Justin Dorsey
Owner · General Business & Management
EmailPhone - PL
Patrick Larson
Principal, Director of Institutional Investment Management · Finance & Accounting
EmailPhone - TA
Tony Albrecht
Senior Fixed Income Portfolio Manager · Finance & Accounting
EmailPhone - AS
Ann Schaetzel
Office Manager · Operations
EmailPhone - CB
Cindi Bruns
Manager of Operations · Operations
EmailPhone - JC
John Conway
Senior Retirement Plan Consultant · Finance & Accounting
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Advanced Capital Group
32 distinct titles indexed · top 10 shown.
- 3senior investment consultant
- 2fixed income trader
- 2operations analyst
- 2senior financial advisor
- 2senior retirement plan consultant
- 1adviser
- 1business development
- 1ceo
- 1chief executive officer
- 1consultant
- +22more titles
Sign up to unlock all 39 contacts at Advanced Capital Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 39 verified contacts at Advanced Capital Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.