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DI

Dylan J. Ibarra

THE ADVOCATE GROUP
Minnetonka, MN 55305
Some features on this profile are disabled
CRD#: 7766116
DI

Professional summary

Dylan Jacob Ibarra is a registered financial advisor currently at THE ADVOCATE GROUP, LLC located in Minnetonka, Minnesota.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dylan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Jacob Ibarra'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®
None

Experience

Current

September 14, 2023 - Present

THE ADVOCATE GROUP, LLC

Office #1: 601 Carlson Parkway Suite 1100, Minnetonka, MN 55305
RIA
CRD#: 155270
Minnetonka, MN
Past

July 10, 2023 - September 11, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MINNETONKA, 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".
TA
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
(9/14/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/8/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2022
Securities Industry Essentials Examination

Current Firm

TA
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
17

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,025
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.

Company Information

THE ADVOCATE GROUP, LLC

CRD#: 155270Minnetonka, MN 55305

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