Advisor at Advanced Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advanced Advisor Group, LLC
Location
Cambridge, MN 55008
Credentials
Series 63, Series 66
Industry experience
22 years
$0 - $210,000: 1.04% annually (0.26% quarterly) $210,001 - $500,000: 0.96% annually (0.24% quarterly) $500,001 - $1,000,000: 0.88% annually (0.22% quarterly) $1,000,001 - $3,000,000: 0.80% annually (0.20% quarterly) $3,000,001 - $5,000,000: 0.72% annually (0.18% quarterly) $5,000,001 - $10,000,000: 0.68% annually (0.17% quarterly) $10,000,001+: 0.60% annually (0.15% quarterly)
Commissions earned through affiliated Broker/Dealer (AAGBD) on securities transactions; also commissions on insurance products through affiliated insurance agencies.
Up to $195/hour (negotiable) for consulting services excluding asset management.
Ditech Financial, LLC
2015 - 2019 (4 years)
Educators Financial Services
2007 - Present (19 years)
Advanced Advisors Group, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
North Branch, MN
Edward Jones
CFP®, Series 66
Chisago City, MN
Edward Jones
CFP®, Series 63
Saint Croix Falls, WI
Edward Jones
Series 66
Scandia, MN
Edward Jones
CFP®, Series 66
Osceola, WI
Edward Jones
Series 63
Forest Lake, MN
Edward Jones
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