The Advocate Group corporate office is located in 601 Carlson Pkwy Ste 1100, Minnetonka, Minnesota, 55305, United States and has 11-50 employees.
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Departments
Number of employees
Finance
8
C-Suite
2
Operations
2
Sales
2
Medical & Health
1
| Location | People at location |
| North America | 11-50 |
Explore people who held key positions, contributed to The Advocate Group's success, and advanced their careers.
Associate Wealth Advis... at Burney Wealth Manageme...
Worked as Financial Planner
at The Advocate Group (2023-2026)
Director, Planning & D... at Integrated Equity Mana...
Worked as Senior Financial Planner & Manager, Financial ...
at The Advocate Group (2021-2026)
Chief Investment Offic... at Saint Paul & Minnesota...
Worked as Chief Investment Officer
at The Advocate Group (2012-2019)
Product Solutions Spec... at US Bank
Worked as Client Services Associate
at The Advocate Group (2022-2024)
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The Advocate Group specializes in financial planning and investment management for corporate executives and their families, particularly those from prominent companies in Minnesota. They offer a concierge level of service to help clients navigate unique financial opportunities and challenges, ensuring that their time is spent on what they value mos... Read More