Brennan P. Skon

THE ADVOCATE GROUP

Minnetonka, MN 55305

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CRD#: 6966748

Professional summary

Brennan Paul Skon, CFP®, who also goes by Brennan Skon Paul, is a registered financial advisor currently at THE ADVOCATE GROUP, LLC located in Minnetonka, Minnesota.

Brennan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brennan has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brennan Skon Paul

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AMERICAN MARKETING ASSOCIATION-MINNESOTA CHAPTER; VICE PRESIDENT OF FINANCIAL (BOARD); VOLUNTEER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennan Paul Skon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

November 5, 2024 - Present

THE ADVOCATE GROUP, LLC

Office #1: 601 Carlson Parkway Suite 1100, Minnetonka, MN 55305

RIA

CRD#: 155270

Minnetonka, MN

Past

October 27, 2022 - October 28, 2024

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

RIA

CRD#: 147384

MINNEAPOLIS, MN

Past

August 3, 2018 - March 3, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minneapolis, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE ADVOCATE GROUP, LLC

THE ADVOCATE GROUP, INC | THE ADVOCATE GROUP, LLC | THE ADVOCATE GROUP, INC.

CRD#: 155270 / SEC#: 801-72157

RIA

Registered Investment Advisory firm - (2/25/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/17/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2018

General Securities Representative Examination

Current Firm

THE ADVOCATE GROUP, LLC

THE ADVOCATE GROUP, INC | THE ADVOCATE GROUP, LLC | THE ADVOCATE GROUP, INC.

CRD#: 155270 / SEC#: 801-72157

RIA

Registered Investment Advisory firm - (2/25/2011 Approved)

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Contact information

Main Address

601 Carlson Parkway Suite 1100, Minnetonka, MN 55305

Mailing Address

Phone number

(952) 693-2630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE ADVOCATE GROUP 2A (2/17/2025)

Regulatory assets under management

Total Number of Accounts	1,025
AUM (Assets Under Management)	$ 713,330,620

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brennan P. Skon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennan Paul Skon's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ADVOCATE GROUP, LLC

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

THE ADVOCATE GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/17/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2018

Current Firm

THE ADVOCATE GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE ADVOCATE GROUP, LLC

TRUST BUT VERIFY

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