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601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-03-05 |
Branch Locations
601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advocate Group, Llc | Minnetonka | MN | 01/2014 | 12/2017 |
| The Advocate Group, Llc | Minnetonka | MN | 12/2017 | Present |
TAG Financial Services Inc. Ms. Kindseth holds a 5% ownership stake in TAG Financial Services Inc., where she does not hold a management title at present. TAG Financial Services Inc. is a licensed insurance agency used to market the insurance services provided by The Advocate Group, LLC's staff members that are also licensed as insurance agents. It is based in Minnetonka, MN. Ms. Kindseth is not a licensed insurance agent, she does not serve TAG Financial Services in an employment capacity, and she does not receive compensation from the firm. Ms. Kindseth may receive distributions of capital from the firm in the future. TAG Financial Services Inc. is an affiliate of The Advocate Group, LLC. This affiliation has been disclosed in The Advocate Group, LLC's Form ADV and related disclosure materials. TAG Financial Services Inc. is not a registered investment advisor, a broker dealer or an affiliate thereof.
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