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Emily Ann Einwalter

The Advocate Group, LLC

Minnetonka, MN

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Current Employers
The Advocate Group, Llc

601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-10-30
  • MN RA
    APPROVED
    Since 2025-10-30

Branch Locations

601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2017 07/2017
Cornerstone Capital Management Llc Edina MN 07/2006 09/2016
Pier 1 Imports Edina MN 11/2016 03/2017
Unemployed Richfield MN 07/2017 10/2017
Kestra Advisory Services, Llc Plymouth MN 10/2017 10/2025
Kestra Investment Services, Llc Plymouth MN 10/2017 10/2025
The Advocate Group, Llc Minnetonka MN 10/2025 Present
  • 03/2017 → 07/2017
    Edward Jones
    St Louis, MO
  • 07/2006 → 09/2016
    Cornerstone Capital Management Llc
    Edina, MN
  • 11/2016 → 03/2017
    Pier 1 Imports
    Edina, MN
  • 07/2017 → 10/2017
    Unemployed
    Richfield, MN
  • 10/2017 → 10/2025
    Kestra Advisory Services, Llc
    Plymouth, MN
  • 10/2017 → 10/2025
    Kestra Investment Services, Llc
    Plymouth, MN
  • 10/2025 → Present
    The Advocate Group, Llc
    Minnetonka, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-12
  • S66 Uniform Combined State Law Examination
    2017-05-12
Designations
Other Names
  • Emily Ann Einwalter
  • Emily Ann Einwalter

View on SEC IAPD

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RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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