Plymouth, MN logo

Plymouth, MN Office

Team
Updated today
Advisory Solutions Group logo

Advisory Solutions Group

Multi-team

Firm-wide stats for Advisory Solutions Group

Total advisors

38

Across 26 offices

Clients per advisor

21 Very Low

Avg AUM per client

$506,035 Typical

HNW client ratio

13% Low

About

Advisory Solutions Group, LLC (doing business as FocusPoint Solutions) serves retail clients through a network of Investment Advisor Representatives and also provides turnkey business and back‑office services to other registered investment advisory (RIA) firms. Its retail services include financial planning, consulting, and portfolio management, while its FocusPoint Solutions offering supports RIA firms with asset allocation, model implementation, and account administration.

The firm constructs broadly diversified portfolios using a mix of quantitative, momentum, and fundamental analysis and implements both discretionary and non‑discretionary strategies with periodic rebalancing and at least annual client reviews. It also delivers model portfolios and detailed research and reporting to RIA firms, and facilitates management of held‑away retirement assets using the Pontera platform to provide trading and view access across external accounts.

Advisory Solutions Group is a wholly owned subsidiary of Wealth Enhancement Group and discloses multiple uncommon affiliations for a team firm, including an affiliated trust company (Wealth Enhancement Trust Services), an affiliated broker‑dealer (Wealth Enhancement Brokerage Services), and affiliated registered advisers (Wealth Enhancement Advisory Services and NorthCrest Asset Management). The firm further operates paid promoter/referral arrangements under the SEC marketing rule, maintains a support services agreement with Fidelity that provides platform support fees, and offers a fully outsourced virtual back‑office and turnkey service model for other RIAs—features that shape its hybrid adviser-plus-service‑provider business model.

Based on Advisory Solutions Group

Expertise

Options & derivatives strategies Passive / index investing Active portfolio management

Based on Advisory Solutions Group

Location

505 N Highway 169, Suite 900

Plymouth MN 55441

Advisors at this office

7

Advisors at this office

user avatar

Robert B

Series 63, Series 65

Plymouth, MN

Advisory Solutions Group

Robert Burns is a financial advisor at Advisory Solutions Group with five years of industry experience. He has previously worked at CS Planning Corp. and operated Pillars of Success LLC, an entity overseeing two accounting firms. Mr. Burns also manages R.W. Burns & Sons LLC, a personal holding company. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms, employing a diversified investment approach that includes quantitative, momentum, and fundamental analysis.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Michelle H

Series 63, Series 65

Plymouth, MN

Advisory Solutions Group

Michelle Hagelin is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She previously worked at Ameriprise Financial Services, LLC from 2006 to 2026 before joining Advisory Solutions Group. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients with financial planning, consulting, and portfolio management while also providing back-office and business services to other RIAs. The firm employs diversified portfolios combining quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, research, and administration through a hybrid adviser-plus-service-provider model.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Mark O

CFP®, Series 63, Series 66

Plymouth, MN

Advisory Solutions Group

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Joseph D

Series 66

Plymouth, MN

Advisory Solutions Group

Joseph Dieckhaus is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. He has 19 years of industry experience and previously worked with firms including LPL Financial and Riversource Distributors Inc. He also serves as Chief Compliance Officer for Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers model implementation, research, and account administration solutions.

Options & derivatives strategies Passive / index investing Active portfolio management
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Amy C

Series 66

Plymouth, MN

Advisory Solutions Group

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Stephanie C

Series 63, Series 65

Plymouth, MN

Advisory Solutions Group

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Mark J

Series 66

Plymouth, MN

Advisory Solutions Group

Mark Johnson is a financial advisor at Advisory Solutions Group with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including RBC Capital Markets and LPL Financial. Johnson is also involved with Wealth Enhancement Advisory Services as a registered administrator. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other registered investment advisory firms and constructs diversified portfolios using quantitative, momentum, and fundamental analysis.

Options & derivatives strategies Passive / index investing Active portfolio management
View complete list of advisors at this office
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