Emily Ann Einwalter
Investment adviser representative at The Advocate Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$809.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Advocate Group, LLCOct 2025 to now
- Kestra Advisory Services, LLCOct 2017 to Oct 2025
- Kestra Investment Services, LLCOct 2017 to Oct 2025
- UnemployedJul 2017 to Oct 2017
- Edward JonesMar 2017 to Jul 2017
- Pier 1 ImportsNov 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
The Advocate Group, LLC
$809.9MAssets managed
394Clients
9Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4742109
- Firm CRD
- 155270