Brennan Paul Skon
Investment adviser representative at The Advocate Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$809.9MFirm assets
Are you Brennan Paul Skon? Claim your profile
Contact this firm
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
13 years in the industry.
- The Advocate Group, LLCOct 2024 to now
- Schwarz Dygos Wheeler Investment Advisors LLCJan 2022 to Oct 2024
- Birchwood Financial PartnersMar 2020 to Jan 2022
- Ameriprise Financial Services, Inc.Jun 2018 to Mar 2020
- Aladtec Inc.Jan 2018 to May 2018
- University of Wisconsin: River FallsAug 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
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
- 6966748
- Firm CRD
- 155270