What departments does The Advocate Group have?

The Advocate Group has employees across 3 departments including Finance, Operations, Administrative.

What is the largest department at The Advocate Group?

The largest department at The Advocate Group is Finance with 7 employees.

Where are The Advocate Group employees located globally?

The Advocate Group has employees across 3 continents and 3 countries including South Africa, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has The Advocate Group's team size changed over time?

The Advocate Group's team has grown from approximately 17 to 18 employees based on available data.

The Advocate Group Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

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.

Find The Advocate Group employees' phone numbers or email addresses

The Advocate Group Global Highlights

North America
23

United States Of America
23

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Africa
1

South Africa
1

The Advocate Group's Leadership

M. C.
Chief Executive Officer
Mobile Phone
Email
S. H.
Chief Investment Officer
Mobile Phone
Email
R. W.
Chief Operating Officer
Mobile Phone
Email
J. W.
Client Portfolio Manager
Mobile Phone
Email
H. H.
Senior Client Portfolio Manager
Mobile Phone
Email
E. E.
Senior Financial Planner
Mobile Phone
Email
S. O.
Senior Wealth Advisor
Mobile Phone
Email
E. M.
Wealth Advisor
Mobile Phone
Email

The Advocate Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from The Advocate Group

Name

Title

Contact Info

Location

Last Update

M. C.
Chief Executive Officer
Mobile Phone
Email
United StatesMinnesota
Mar 12, 2026
S. H.
Chief Investment Officer
Mobile Phone
Email
United StatesMinnesota
Aug 09, 2025
R. W.
Chief Operating Officer
Mobile Phone
Email
United StatesMinnesota
Dec 16, 2025
J. W.
Client Portfolio Manager
Mobile Phone
Email
United StatesMinnesota
Dec 03, 2025
H. H.
Senior Client Portfolio Manager
Mobile Phone
Email
United StatesMinnesota
Mar 25, 2026
E. E.
Senior Financial Planner
Mobile Phone
Email
Dec 01, 2025
S. O.
Senior Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Dec 03, 2025
E. M.
Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 13, 2025
J. W.
Client Service Associate
Mobile Phone
Email
United StatesMinnesota
Oct 26, 2025
L. K.
Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Nov 12, 2025

Frequently Asked Questions

What is The Advocate Group known for?

The Advocate Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 601 Carlson Parkway Suite 1100 Minneapolis, Minnesota United States; you can contact the main corporate office by phone at

+1-952-693-****

. Explore The Advocate Group's company overview page for more information.

What is The Advocate Group's most common email format?

The Advocate Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Advocate Group email formats with LeadIQ.

How many employees does The Advocate Group have currently?

The Advocate Group has approximately 22 employees as of April 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are The Advocate Group's key employees and leadership?

As of April 2026, The Advocate Group's key employees include:

Chief Executive Officer: M. C.
Chief Investment Officer: S. H.
Chief Operating Officer: R. W.
Client Portfolio Manager: J. W.
Senior Client Portfolio Manager: H. H.

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