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Scott Hartzell

Investment Adviser Representative at THE ADVOCATE GROUP, LLC

Minnetonka, MNCRD #8219919Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Minnesota
Examinations passed
SIE
Securities Industry Essentials Examination
Passed 4/10/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0000.95%
Above $2,000,0000.75%
Source

THE Advocate Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE ADVOCATE GROUP, LLCCurrent
7/9/2026Minnetonka, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THE ADVOCATE GROUP, LLC

9 other advisors in the directory

View THE ADVOCATE GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Hartzell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Scott Hartzell - Financial Advisor in Minnetonka, MN | AdvisorFinder