The Advocate Group
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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Verified contacts
20
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
252
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- EM
Emily Meisinger
Wealth Advisor · Finance & Accounting
EmailPhone - JW
Jake Worthen
Client Portfolio Manager · Finance & Accounting
EmailPhone - SO
Sean Ohagan
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JW
Joshua Wicks
Client Service Associate · Customer/Client Service
EmailPhone - SH
Scott Hartzell
Financial Planning Associate · Finance & Accounting
EmailPhone - BS
Brennan Skon
the Advocate Group · Other
EmailPhone - MC
Michael Corrigan
Chief Executive Officer · General Business & Management
EmailPhone - RW
Rebecca Wachter
Chief Operating Officer · General Business & Management
EmailPhone - SH
Seth Heimermann
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 9 of 20 verified contacts
Top roles at The Advocate Group
15 distinct titles indexed · top 10 shown.
- 3client portfolio manager
- 2financial planner
- 2financial planning associate
- 2wealth advisor
- 1carrier
- 1chief executive officer
- 1chief investment officer
- 1chief operating officer
- 1client service associate
- 1client services associate
- +5more titles
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