The Advocate Group
www.theadvocategroup.comThe 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.
Read moreThe 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.
Read moreCountry
State
Minnesota
City (Headquarters)
Minneapolis
Employees
11-50
Founded
2003
Estimated Revenue
$1,000,000 to $5,000,000
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Managing Partner and Senior Wealth Advisor
Email ****** @****.comPhone (***) ****-****Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Chief Operating Officer
Email ****** @****.comPhone (***) ****-****
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