Elizabeth
Kindseth

The Advocate Group, LLC

CRD#6024203
Investment Advisor
in Hopkins, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Kindseth is a financial advisor based in Hopkins, Minnesota, working with The Advocate Group, LLC. Elizabeth has previously held a position at The Advocate Group, LLC and is registered to provide services in Minnesota. Currently, Elizabeth is part of The Advocate Group, LLC, which operates out of Hopkins, Minnesota. The firm has 17 employees and manages assets totaling $635.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The Advocate Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

601 Carlson Parkway Suite 1100
Hopkins, MN 55305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Advocate Group, LLC Brokerage Details

Total Assets Under Management

$635,903,379

MN Average: $5,289,111,388
Total Number of Employees

17

MN Average: 157
Total Number of Accounts

947

MN Average: 8,262
Average Account Size

$671,492

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Elizabeth Kindseth Work History

2017 - Present (7 years)

The Advocate Group, LLC

2014 - 2017 (3 years)

The Advocate Group, LLC

Disclosures

Please visit the SEC profile of Elizabeth Kindseth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Advocate Group, LLC

Jacob Worthen
Hopkins, MN
Seth Heimermann
Hopkins, MN
Bailey Norby
Hopkins, MN
Elizabeth Kindseth
Hopkins, MN
Hunter Hillstrom
Hopkins, MN
Dylan Ibarra
Hopkins, MN
Emily Meisinger
Hopkins, MN
Sabrina Karns
Hopkins, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started