Albuquerque, NM Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cross State Financial Group LLC
Team
Firm-wide stats for Cross State Financial Group LLC
About
Cross State Financial Group serves individuals (including high-net-worth clients), charities, and retirement plans, managing roughly $188 million in discretionary assets across an eight-advisor team and about 395 client relationships. The firm offers financial planning (fixed or hourly), discretionary portfolio management, held-away retirement account guidance, and recommendations and monitoring of third-party investment advisers.
Portfolios are constructed using a combination of fundamental analysis and tactical asset allocation, implemented through model portfolios or customized solutions with the option for clients to impose reasonable written restrictions. Fees are primarily percentage-of-AUM for ongoing management, while financial planning can be delivered as a written plan or hourly work; the firm also routinely acts as the primary advisor when overseeing third‑party managers and works with custodians such as Charles Schwab.
Notable differences from many peers include operating multiple offices (eight locations) and disclosed affiliations in the brochure with associates who provide tax preparation/consulting services and act as independent insurance agents, relationships the firm identifies as potential conflicts and describes mitigation steps for. The firm also maintains a Michigan branch with a separate fee schedule (including possible cliff breakpoints) and specifies a combined cap on its monitoring fee plus third‑party manager fees, which can lead to differing fee outcomes for similarly sized clients.
Based on Cross State Financial Group LLC
Location
6721 Academy Rd. NE, Suite B
Albuquerque NM 87109
Advisors at this office
2
Advisors at this office
Steven I
Series 63, Series 65
Albuquerque, NM
Cross State Financial Group LLC
Steven Iversen is a financial advisor with Cross State Financial Group LLC in Albuquerque, NM, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has worked at several firms including Crown Capital Securities, Foothill Securities, Next Financial Group, and Raymond James Financial Services. In addition to his advisory role, he works as an enrolled agent assisting with tax preparation and serves as an insurance agent focusing on fixed insurance, long-term care, medical, Medicare supplement, and final expense insurance. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets across an eight-advisor team. The firm uses fundamental analysis and tactical asset allocation for portfolio construction and offers financial planning, discretionary portfolio management, and third-party manager oversight.
Danielle M
Series 63, Series 65
Albuquerque, NM
Cross State Financial Group LLC
Danielle Mutz is a financial advisor at Cross State Financial Group LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cross State Financial Group since 2015. In addition to her financial career, she is a limited partner in Comanche Creek Brewing Company, a family-owned microbrewery in New Mexico. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets through an eight-advisor team. The firm combines fundamental analysis and tactical asset allocation to create customized portfolios and offers a range of financial planning and investment management services.
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