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Seth Heimermann

Chief Investment Officer, Member at The Advocate Group in Minnetonka, MN

Investment adviser registrationUpdated

Seth Heimermann is Chief Investment Officer, Member of The Advocate Group, LLC, an investment adviser managing $810M, and works from its Minnetonka, MN office. Seth Heimermann has been registered as an investment adviser representative through The Advocate Group since 28 October 2019 and has 6 years in the industry across 1 firm.

6
Years in industry
6
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Seth Heimermann has been Chief Investment Officer, Member of The Advocate Group since October 2019, is a control person of the firm and directly owns between 10% and 25% of it.

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 · 6 years
    Minnetonka, MN · Adviser representative · Firm CRD 155270

Credentials and registrations

Investment adviser representative registrations

Seth Heimermann is registered as an investment adviser representative in Minnesota, since October 2019.

  • MinnesotaSince 28 October 2019

Examinations

No examinations are on Seth Heimermann’s record.

Key facts

Full name
Seth Phillip Heimermann
CRD
6355251
Firm
The Advocate Group · CRD 155270
Role
Chief Investment Officer, Member
Office
701 CARLSON PARKWAY, SUITE 520, Minnetonka, MN 55305
Registration
Investment adviser registration
In the industry since
October 2019
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Seth Heimermann work?

Seth Heimermann has been Chief Investment Officer, Member of The Advocate Group, LLC since October 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 September 2026

Is Seth Heimermann a financial advisor?

Yes. Seth Heimermann has a current investment-adviser registration in Minnesota, through The Advocate Group since October 2019.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Seth Heimermann have?

Seth Heimermann has 6 years in the financial industry, since October 2019, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Seth Heimermann based?

Seth Heimermann’s registered office is in Minnetonka, MN.

Source: IAPD individual record, checked 22 October 2026

Is Seth Heimermann registered with FINRA?

No. Seth Heimermann has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Seth Heimermann’s record?

Search CRD 6355251 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Seth Heimermann’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at The Advocate Group

Sources

  1. IAPD individual record, CRD 6355251, checked 22 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. Title, control and ownership bands.