Seth P. Heimermann
Chief Investment Officer at The Advocate Group LLC
Profile
Mr. Seth P.
Heimermann, CFA MBA, is a Chief Investment Officer at The Advocate Group LLC.
He leverages this background, and his experience in institutional portfolio management and equity research, to help individual clients achieve their financial goals.
Mr. Heimermann obtained his Masters of Business Administration degree from the University of Minnesota and a Bachelor of Science degree from St. Cloud State University.
Seth P. Heimermann active positions
| Companies | Position | Start |
|---|---|---|
The Advocate Group LLC
 The Advocate Group LLC Investment ManagersFinance The Advocate Group LLC is an independent registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Ricky L. Lueck in 2002 as TAG Financial Services, Inc. The Advocate Group generally provides investment advice primarily to senior officers of large companies and individuals. | Chief Investment Officer | 2019-09-30 |
Former positions of Seth P. Heimermann
| Companies | Position | End |
|---|---|---|
Knelman Asset Management Group LLC
 Knelman Asset Management Group LLC Investment ManagersFinance Founded in 2000 by Irving P. 'Kip' Knelman, Knelman Asset Management Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm was acquired by Lazard Asset Management in 2005, but is not an independent firm. Knelman Asset Management Group provides discretionary investment management services to high net-worth individuals, pension and profit sharing plans, corporations and other institutional investors. The firm is also an affiliate of the general partner of Rancho Partners I LLC, a venture capital fund-of-funds. | Analyst-Equity | 2013-01-31 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Analyst-Equity | - |
Training of Seth P. Heimermann
| St. Cloud State University | Undergraduate Degree |
| University of Minnesota | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Knelman Asset Management Group LLC
Knelman Asset Management Group LLC Investment ManagersFinance Founded in 2000 by Irving P. 'Kip' Knelman, Knelman Asset Management Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm was acquired by Lazard Asset Management in 2005, but is not an independent firm. Knelman Asset Management Group provides discretionary investment management services to high net-worth individuals, pension and profit sharing plans, corporations and other institutional investors. The firm is also an affiliate of the general partner of Rancho Partners I LLC, a venture capital fund-of-funds. | Finance |
The Advocate Group LLC
The Advocate Group LLC Investment ManagersFinance The Advocate Group LLC is an independent registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Ricky L. Lueck in 2002 as TAG Financial Services, Inc. The Advocate Group generally provides investment advice primarily to senior officers of large companies and individuals. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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