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Advanced Advisor Group, LLC

Advanced Advisor Group, LLC. CRD 140393

Advanced Advisor Group, LLC logo

CRD: 140393

Advanced Advisor Group, LLC

Cambridge, MN, 55008
7636899023
efsadvisors.com
$10.9M Total AUM
$10.9M Disc. AUM
-4.5% 3Y CAGR
11 Employees
58 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
PrimeCatalyst legacy +more
Established Date
10-04-2006
Office Locations
22

Office Locations

101 W Lake ST Chisholm MN
110 2ND St. S #308 Waite Park MN
11599 Robinson Dr., NW Coon Rapids MN

About Advanced Advisor Group, LLC

Advanced Advisor Group, LLC is a Minnesota-based RIA providing personalized financial planning and discretionary portfolio management for individuals and families, with support across retirement, tax and estate planning and insurance. Portfolios lean heavily on ETFs alongside public funds, and the firm commonly custodies assets at Schwab and Fidelity/NFS.

Team overview

47 AVG AGE
$993.9K AVG AUM / ADVISOR
$188.5K AVG AUM / CLIENT
9.8 yrs AVG TENURE
11 Employees
11 Advisory Reps
11 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Vital Capital crest Optima Vital pioneer

Client Personas

Horizon

Custodian

Fusion insight Focus harbor Peak eagle Focus Atlas Ridge Crest summit Frontier timber

Investment Themes

Bridge

Investment Vehicles

Pioneer Prime

Platform

Legacy north

Services

Bridge Peak delta Quantum harbor Capital signal Glacier Capital Alpha Atlas Foundation Optima

Technology

Timber Momentum optima Horizon Crest

Owner & Executives

KENT DONALD SCHUTTE

KENT DONALD SCHUTTE

Advisor, Chief Compliance Officer, President

CRD
#1432361
Ownership
75% or more
(827) 469-8977
fusion.alpha@signalcapital.com
in linkedin.com/in/bridge-value
D

DOROTHY SUSAN FULLER

Chief Operating Officer

CRD
#4496954
Ownership
Less than 5%
(319) 942-2618
pioneer.north@capitalcapital.com
in linkedin.com/in/frontier-ridge
G

Glacier quantum

Beacon value

CRD
#18395
Ownership
8.6%
(336) 431-6827
prime.glacier@matrixcapital.com
in linkedin.com/in/oak-pioneer

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Contacts

J

Joseph Albrecht

Wealth Management Advisor

CRD
#7578031
(504) 628-2572
prime.signal@peakcapital.com
in linkedin.com/in/matrix-horizon
JESSE STEPHEN BABICH

JESSE STEPHEN BABICH

Financial Advisor

CRD
#4493074
(391) 602-3775
horizon.catalyst@pathwaycapital.com
in linkedin.com/in/radial-element
U

Unison vital

Quantum zenith

CRD
#64555
(426) 749-3413
oak.radial@northcapital.com
in linkedin.com/in/crest-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-21-2022
05-02-2023
07-16-2024
03-11-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $10,932,672 $113,882
Non-Discretionary $0 --
Total $10,932,672 $113,882

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Separately Managed Accounts

Total SMA Asset: $10,932,672

$10.9M Total SMA
Equity - Exchange:
49.6%
Public Funds:
13.9%
Cash:
36.5%
Asset class Assets Assets %
Equity - Exchange $1,016,661,124 49.6%
Public Funds $284,911,081 13.9%
Cash $748,147,804 36.5%
Total $2,049,720,009 100.0%

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