Hunter
Hillstrom

The Advocate Group, LLC

CRD#6195749
Investment Advisor
in Hopkins, MN

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About this Advisor

Hunter Hillstrom is a financial advisor based in Hopkins, Minnesota, working with The Advocate Group, LLC. Hunter has previously held positions at The Advocate Group, LLC, Pohlad Investment Management, LLC, and Rsm Us, Llp. Hunter is registered to provide services in Minnesota. Currently, Hunter 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

Chartered Financial Analyst

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

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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

Hunter Hillstrom Work History

2022 - Present (2 years)

The Advocate Group, LLC

2016 - 2022 (6 years)

Pohlad Investment Management, LLC

2014 - 2016 (2 years)

Rsm Us, Llp

Disclosures

Please visit the SEC profile of Hunter Hillstrom 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
Elizabeth Kindseth
Hopkins, MN
Hunter Hillstrom
Hopkins, MN
Bailey Norby
Hopkins, MN
Seth Heimermann
Hopkins, MN
Dylan Ibarra
Hopkins, MN
Sabrina Karns
Hopkins, MN
Emily Meisinger
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.

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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.

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