THE ADVOCATE GROUP, LLC
CRD #155270 SEC #801-72157 MINNETONKA, MN 952-693-2630
SEC Registered
Total AUM
$713.3M
Discretionary
$710.2M
Employees
17
Clients
251
Accounts
1,025
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | NA | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | NA | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | NA | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | NA | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'LEARY, SHANNON, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER & CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| O'LEARY, SHANNON, MARIE | I | MEMBER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & PLANNING ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & PLANNING ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER & PLANNING ADVISOR | NA | |
| OHAGAN, SEAN, PATRICK | I | MEMBER, WEALTH ADVISOR | NA | Control |
| OHAGAN, SEAN, PATRICK | I | MEMBER, WEALTH ADVISOR | NA | Control |
| OHAGAN, SEAN, PATRICK | I | MEMBER, WEALTH ADVISOR | NA | Control |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| OLSON, ELIZABETH, ELLEN | I | MEMBER | NA | |
| WACHTER, REBECCA, A | I | MEMBER, DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| WACHTER, REBECCA, A | I | MEMBER, DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| WACHTER, REBECCA, A | I | MEMBER, DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| WACHTER, REBECCA, A | I | TREASURER, MEMBER, ELECTED MANAGER | NA | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | D | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | D | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | D | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | D | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | D | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | PARTNER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER & CHIEF EXECUTIVE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER & CHIEF EXECUTIVE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| BARNHILL, PHILLIP, WILLIAM | I | MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CEO, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CEO, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CEO, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CEO, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | PARTNER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PRESIDENT | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PLANNING ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PLANNING ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER & PLANNING ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MANAGING MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | MANAGING MEMBER, SENIOR WEALTH ADVISOR | C | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | C | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | C | Control |
| LUECK, RICKY, LEE | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER, ELECTED MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | PARTNER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| PERRY-BARNHILL, MICHELE, ANN | I | MEMBER, SECRETARY & OPERATIONS MANAGER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER & INVESTMENT ADVISOR | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & INVESTMENT ADVISOR | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER & INVESTMENT ADVISOR | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER & INVESTMENT ADVISOR | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER | C | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER | C | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | B | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | B | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | B | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | B | Control |
| CORRIGAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | B | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | B | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | B | Control |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | B | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | B | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | B | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | B | |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | B | Control |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & PLANNING ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & PLANNING ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER & PLANNING ADVISOR | A | |
| CORRIGAN, MICHAEL, LEE | I | MEMBER, SENIOR WEALTH ADVISOR | A | Control |
| CORRIGAN, MICHAEL, LEE | I | MEMBER, SENIOR WEALTH ADVISOR | A | Control |
| CORRIGAN, MICHAEL, LEE | I | MEMBER, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | A | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | A | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | A | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | A | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | A | Control |
| HEIMERMANN, SETH, PHILLIP | I | CHIEF INVESTMENT OFFICER, MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | PARTNER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER & ADVISOR | A | Control |
| HUANG, FANG, ECHO | I | MEMBER & ADVISOR | A | Control |
| HUANG, FANG, ECHO | I | MEMBER & ADVISOR | A | Control |
| HUANG, FANG, ECHO | I | MEMBER & ADVISOR | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER & ADVISOR | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | Control |
| HUANG, FANG, ECHO | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| KINDSETH, ELIZABETH, ELLEN | I | MEMBER | A | |
| MEISINGER, EMILY, MARY | I | MEMBER | A | |
| MEISINGER, EMILY, MARY | I | MEMBER | A | |
| MEISINGER, EMILY, MARY | I | MEMBER | A | |
| MEISINGER, EMILY, MARY | I | MEMBER | A | |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | A | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | A | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | A | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | A | Control |
| OHAGAN, SEAN, PATRICK | I | SECRETARY, MEMBER, ELECTED MANAGER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | PARTNER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| VAN BENSCHOTEN, DAVID, BERNARD | I | MEMBER, TREASURER & CHIEF INVESTMENT OFFICER | A | Control |
| WACHTER, REBECCA, A | I | COO, TREASURER, MEMBER, ELECTED MANAGER | A | Control |
| WACHTER, REBECCA, A | I | COO, TREASURER, MEMBER, ELECTED MANAGER | A | Control |
| WACHTER, REBECCA, A | I | COO, TREASURER, MEMBER, ELECTED MANAGER | A | Control |
| WACHTER, REBECCA, A | I | COO, TREASURER, MEMBER, ELECTED MANAGER | A | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL MN NH OH TX WI
Address
601 CARLSON PARKWAYSUITE 1100
MINNETONKA, MN 55305
United States
Phone: 952-693-2630