CROSS STATE FINANCIAL GROUP LLC
CRD #282011 SEC #801-117843 ALBUQUERQUE, NM 800-621-6974
SEC Registered
Total AUM
$145.5M
Discretionary
$145.5M
Employees
9
Clients
0
Accounts
1,060
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| IVERSEN, STEVEN, SCOTT | I | MEMBER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MUTZ, DANIELLE, ELIZABETH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (14)
AL AZ CA CO FL IA MI NH NJ NM NV PA SD TX
Address
8421 OSUNA ROAD NESUITE C
ALBUQUERQUE, NM 87111
United States
Phone: 800-621-6974