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Concierge Financial Planning & Investment Management

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You are here: Home / About Us / Our Team / Seth Heimermann

Seth Heimermann

Seth Heimermann
Chief Investment Officer

“Collaborating with clients to better understand the purpose of their investments.”

Seth obtained his Masters of Business Administration degree from the University of Minnesota and a Bachelor of Science degree from St. Cloud State University. In addition to these, he has been awarded the Chartered Financial Analyst designation. Seth leverages this background, and his experience in institutional portfolio management and equity research, to help individual clients achieve their financial goals.

In his free time, Seth enjoys spending time with his family exploring the great outdoors and is a volunteer at, and a supporter of, organizations that address hunger in the local community.

sheimermann@theadvocategroup.com  |  952-693-2630  |  


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601 Carlson Parkway, Suite 1100 • Minnetonka, MN 55305

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

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

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