Advanced Advisor Group, Llc
- Regulatory AUM
- $10.9M
- Discretionary
- $10.9M
- Clients
- 58
- Avg AUM / client
- $188K
- Accounts
- 96
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $10.9M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Our Lady Of Peace 403(b) Plan Our Lady Of Peace | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fuller, Dorothy, Susan | Executive Rep. Finop | Apr 2006 (20y) | Less than 5% | |
| Kent Donald Schutte | President, Cco | CFP | Apr 2006 (20y) | 75% or more |
| Brian Thomas Limborg | Registered representative | CFP | Nov 2013 (13y) | |
| Dean Robert Ingvalson | Registered representative | CFP | Nov 2013 (13y) | |
| Rory Edward Bluhm | Registered representative | Nov 2013 (13y) | ||
| Anthony Donald Schutte | Registered representative | Nov 2013 (13y) | ||
| David Benjamin Wolfe | Registered representative | Nov 2013 (13y) | ||
| Todd Jerome Opdahl | Registered representative | Nov 2013 (13y) | ||
| David William Nielsen | Registered representative | Jan 2014 (13y) | ||
| Jay Michael Tammen Higgins | Registered representative | CFP | Jan 2014 (13y) | |
| Jesse Stephen Babich | Registered representative | Jan 2014 (13y) | ||
| Stanley Matthew Nagorski | Registered representative | Jan 2014 (13y) | ||
| Brady Lynn Husbyn | Registered representative | Jan 2016 (11y) | ||
| Douglas Edward Wanous | Registered representative | Sep 2021 (5y) | ||
| Steven John Liebzeit | Registered representative | Mar 2022 (4y) | ||
| Joseph Albrecht | Registered representative | Jul 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Our Lady Of Peace 403(b) Plan | Our Lady Of Peace | 157 | $6.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $10.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗