Mendota Heights, MN Office

Team
Updated today

Client AUM

$42,347,851,697

Clients

139,740

Advisors

3

Of 924 advisors across 420 offices

Location

1295 Northland Drive, Suite 215

Mendota Heights MN 55120

Advisors at this office

3

Advisors at this office

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Trevor S

Series 63, Series 65

Mendota Heights, MN

Private Advisor Group, LLC

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Skaar is licensed to sell life insurance and fixed annuity products in Minnesota and has expressed interest in offering these products if the opportunity arises. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Michael S

Series 63, Series 65

Mendota Heights, MN

Private Advisor Group, LLC

Michael Stern is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is a vice president and partner in MMB & Associates, LLC, an entity formed for personal liability purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Tyler R

Series 66

Mendota Heights, MN

Private Advisor Group, LLC

Tyler Roper is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has three years of industry experience, with prior roles at LPL Financial, Cetera, and AdvisorNet Financial. Outside of advising, he has worked in marketing and agricultural products for ten years. Private Advisor Group serves a diverse range of clients including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through a large network of investment adviser representatives.

Retired Founder/Business Owner
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