The Advocate Group

Concierge Financial Planning & Investment Management

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About Us

What makes The Advocate Group unique?

difference

Our Definition of Wealth

From the moment you step into our office, you will recognize the difference. As opposed to being an investment group that defines wealth as a lofty benchmark or immeasurable amounts of “stuff,” we understand that true wealth is feeling fulfilled–being confident in not just your bank balance, but how you got there as well. You are not a number, and you are not a benchmark. You are an individual ready to take the next step towards your own financial satisfaction.


clients

How We Serve You

The people we serve are those who work (or have worked) in a corporate setting. Very often, people come to us, overwhelmed by their compensation plans and unsure of how to navigate them. At The Advocate Group, we show you how to utilize your economic opportunities. We understand these plans, and we will assist you in forming any and all goals you may have, be it a major purchase, a charitable donation or helping a family member in need.


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We Do More

No stone is left unturned when it comes to your financial success. Every one of our clients receives thorough and ongoing reviews of their cash flow, taxes, insurance portfolios, estate planning, debt management, investment allocation – and that’s the short list. We will always exhaust every resource to help you achieve your goals.

  • Michael Corrigan, CFP®

    Chief Executive Officer
  • Sean Corrigan

    Client Service Manager
  • Scott Hartzell

    Planning and Operations Associate
  • Sabrina Karns, CFP®

    Financial Planner
  • Seth Heimermann, CFA®

    Chief Investment Officer
  • Hunter Hillstrom, CFA®

    Client Portfolio Manager
  • Liz Kindseth, CFP®

    Wealth Advisor
  • Emily
    Meisinger, CFP®

    Wealth Advisor
  • Bailey Norby, CFP®

    Financial Planner
  • Sean O’Hagan, CFP®

    Senior Wealth Advisor
  • Jacob Stanczyk, CFP®

    Financial Planner
  • Becky Wachter

    Chief Operating Officer
  • Mike Welf

    Client Service Associate
  • Jake Worthen

    Investment Operations Analyst
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601 Carlson Parkway, Suite 1100 • Minnetonka, MN 55305

Phone: (952) 693-2630 | Fax: (952) 693-2631

Copyright © 2023 The Advocate Group, All Rights Reserved.

Investment advice offered through The Advocate Group, LLC, a Registered Investment Advisor.

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