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Penny Dyess
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Work Experience
Carrier
Present
Company Details
11-50 Employees
The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies: General Mills, Cargill, Medtronic, Land O’Lakes, 3M, Target and more. We understand complex compensation plans and benefit packages. We are a fee based, Independent Registered Investment Advisor, wholly owned by our employees. We build lasting relationships and deliver best in class service. We put financial planning first to make sure we understand your financial goals and concerns. Our concierge level of service ensures your time is spent on the things you value most.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
601 Carlson Parkway Suite 1100 Minneapolis, MN 55305, US
Keywords
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