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ADVANCED ADVISOR GROUP, LLC

CAMBRIDGE, MN · CRD 140393 · IAPD ↗ · 763-689-9023

$10.9MRegulatory AUM
11Advisory reps
11Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — ADVANCED ADVISOR GROUP, LLC notice-filed in SD, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — ADVANCED ADVISOR GROUP, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2025 — ADVANCED ADVISOR GROUP, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.