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Scott Hartzell

Investment adviser representative at The Advocate Group in Minnetonka, MN

Investment adviser registrationUpdated

Scott Hartzell is an investment adviser representative at The Advocate Group, LLC, an investment adviser managing $810M, and works from its Minnetonka, MN office. Scott Hartzell has been registered through The Advocate Group since 9 July 2026, has 0 years in the industry across 1 firm and has passed the SIE.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Scott Hartzell has been an investment adviser representative at The Advocate Group since July 2026, and is not listed among the firm’s executive officers or direct owners.

The Advocate Group, LLC is a Minnetonka, MN firm with $810M under management, 394 clients and 11 advisers in one office, as of its September 2026 filing.

  1. – present · under a year
    Minnetonka, MN · Adviser representative · Firm CRD 155270

Credentials and registrations

Investment adviser representative registrations

Scott Hartzell is registered as an investment adviser representative in Minnesota, since July 2026.

  • MinnesotaSince 9 July 2026

Examinations

SIE10 April 2021
Name
Securities Industry Essentials Examination

Key facts

CRD
8219919
Firm
The Advocate Group · CRD 155270
Office
701 CARLSON PARKWAY, SUITE 520, Minnetonka, MN 55305
Registration
Investment adviser registration
In the industry since
July 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Scott Hartzell work?

Scott Hartzell is an investment adviser representative registered through The Advocate Group, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Scott Hartzell a financial advisor?

Yes. Scott Hartzell has a current investment-adviser registration in Minnesota, through The Advocate Group since July 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Scott Hartzell have?

Scott Hartzell has 0 years in the financial industry, since July 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Scott Hartzell passed?

Scott Hartzell passed the SIE in April 2021.

Source: IAPD individual record, checked 24 October 2026

Where is Scott Hartzell based?

Scott Hartzell’s registered office is in Minnetonka, MN.

Source: IAPD individual record, checked 24 October 2026

Is Scott Hartzell registered with FINRA?

No. Scott Hartzell has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Scott Hartzell’s record?

Search CRD 8219919 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Hartzell’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at The Advocate Group

Sources

  1. IAPD individual record, CRD 8219919, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of The Advocate Group, LLC, filed 19 September 2026. Executive officers and direct owners; this person is not among them.