Advisory Solutions Group, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 339919
· SEC file 801-135130
· Plymouth, MN
· Oakandvinewm.com
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ADV data as of Jul 09, 2026
- Regulatory AUM
- $408M
- Discretionary
- $408M
- Clients
- 807
- Avg AUM / client
- $506K
- Accounts
- 2,062
- Employees
- 50
AUM over time
$408M
$408M
May 2026
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Asset allocation (SMA assets by investment type)
as of Jul 09, 2026
Registered investment companies (funds/ETFs)
$290M
71%
Cash & equivalents
$61.3M
15%
Exchange-traded equities
$44.9M
11%
Non-investment-grade bonds
$8.2M
2%
US government & agency bonds
$4.1M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 701 | $238M | 58.3% |
| High net worth individuals | 106 | $170M | 41.7% |
People (40)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Haynes | Registered representative | Feb 2026 (0y) | ||
| Hailey Nacole Hall | Registered representative | Feb 2026 (0y) | ||
| Mark Russell Johnson | Registered representative | Feb 2026 (0y) | ||
| Evan Thomas Kellenberger | Registered representative | Mar 2026 (0y) | ||
| Joseph Alan Dieckhaus | Registered representative | Mar 2026 (0y) | ||
| Amy Rusch | Registered representative | Mar 2026 (0y) | ||
| Mark Patrick O'neill | Registered representative | CFP | Mar 2026 (0y) | |
| Stephanie M Cain | Registered representative | Mar 2026 (0y) | ||
| Steven Gerald Eaton | Registered representative | Mar 2026 (0y) | ||
| Damali N Errar | Registered representative | Mar 2026 (0y) | ||
| Amy Campbell | Registered representative | Mar 2026 (0y) | ||
| Michael S Gregory | Registered representative | Mar 2026 (0y) | ||
| Tami Heuring | Registered representative | Mar 2026 (0y) | ||
| Michelle Hagelin | Registered representative | Apr 2026 (0y) | ||
| Kyle Whitney Marks | Registered representative | Apr 2026 (0y) | ||
| Christian Seung Ri Kang | Registered representative | May 2026 (0y) | ||
| Hoon Kang | Registered representative | CFP Chartered Financial Consultant | May 2026 (0y) | |
| Kathleen Thayer Rentz | Registered representative | May 2026 (0y) | ||
| Kelly Stecklein | Registered representative | CFP | May 2026 (0y) | |
| Michael P Reksc | Registered representative | May 2026 (0y) | ||
| Nicholas Lance Seltun | Registered representative | May 2026 (0y) | ||
| Noemi Lopez Ortega | Registered representative | May 2026 (0y) | ||
| Renee Robin Reksc | Registered representative | May 2026 (0y) | ||
| Robert William Burns | Registered representative | May 2026 (0y) | ||
| Taylor Thomas Leary | Registered representative | CFP | May 2026 (0y) | |
| Wesley Chan Young Kang | Registered representative | May 2026 (0y) | ||
| Eric A Hallin | Registered representative | May 2026 (0y) | ||
| Kevin Krieg | Registered representative | May 2026 (0y) | ||
| Andrea Lynn Anastasio | Registered representative | May 2026 (0y) | ||
| Matthew John Fevola | Registered representative | May 2026 (0y) | ||
| Devin Matthew Paine | Registered representative | Jun 2026 (0y) | ||
| Ryan Long | Registered representative | CFA | Jun 2026 (0y) | |
| Spencer Shelman | Registered representative | CFA | Jun 2026 (0y) | |
| Ann Marie Doty Mitchell | Registered representative | Jun 2026 (0y) | ||
| Kurt Cretors | Registered representative | Jul 2026 (0y) | ||
| Sharlee Lorene Cretors | Registered representative | CFP | Jul 2026 (0y) | |
| Tiffany Elaine Riedel | Registered representative | Jul 2026 (0y) | ||
| Ashley Nicole Eckles | Registered representative | Jul 2026 (0y) | ||
| Ryan Matthew Laux | Registered representative | Jul 2026 (0y) | ||
| Kenneth Dale Bolton | Registered representative | Jul 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.23 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗