The Advocate Group Company Profile, Contacts & Intelligence

Financial Services601 Carlson Parkway25 employeesFounded 2003
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
25
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts
Departments
4
Mapped contact coverage

The Advocate Group 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.

Headquarters
601 Carlson Parkway
Website
theadvocategroup.com
Industry
Financial Services
Founded
2003
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
Minneapolis

The Advocate Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using The Advocate Group's company email domain.
Executive
3
General
3
Finance
1
Sales
1

The Advocate Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Seth Heimermann, Cfa
Chief Investment Officer and Portfolio
EP
S
Sean O'hagan, Cfp®
Senior Wealth Advisor at the Advocate
P
Patrick Kent
Chief Executive Officer
EP

The Advocate Group Workforce Composition

Seniority breakdown across 13 visible profiles.

Executive
4
Individual contributor
4
Associate / junior
3
Senior / Lead
2

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