ADVISORY SOLUTIONS GROUP, LLC

CRD

339919

SEC file #

801-135130

EIN

—

DBA names

Advisory Solutions Group

Economics

AUM

AUM band

<$25M

AUM trajectory

—

Client mix

—

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

—

Primary office

PLYMOUTH MN

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/27/2026

ADV-W filed at

—

Website

advisorysolutions.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WEALTH ENHANCEMENT GROUP,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WEALTH ENHANCEMENT GROUP,

CAHN, JAMES, LOREN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ADVISORYSOLUTIONS.COM

Rdap Domain Creation Date

2007-03-21T19:53:01Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3257

Soi Zip Pct 200k Plus

0.1211

Soi Zip Returns 200k Plus

1,160

Soi Zip Total AGI

1,028,171

Fdic Zip Total Deposits

6,934,900,000

Fdic Zip Branch Count

162

Fdic Zip Top Banks

U.S. Bank National Association

Associated Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Fdic Zip Branches Raw

Firstar Bank of Minnesota, National AssociationPlymouth, MN

First Bank National AssociationPlymouth, MN

Fdic Zip HHI

1836.8

Fdic Zip Top Bank Share Pct

35.76

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-21T19:53:01Z

Rdap Domain Last Changed

2026-05-15T15:57:12Z

Rdap Nameservers

Ns-1364.awsdns-42.orgNs-1915.awsdns-47.co.ukNs-4.awsdns-00.comNs-592.awsdns-10.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	22,482
Returns	1,930

Stub 2

AGI	71,818
Returns	1,910

Stub 3

AGI	99,125
Returns	1,610

Soi Zip Total Business Income

28,284

Soi Zip Total Cap Gains

41,978

Soi Zip Total Dividends

30,952

Soi Zip Total Returns

9,580

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (37)

DIECKHAUS, JOSEPH, ALAN

5374613

CAHN, JAMES, LOREN

DEKKO, JEFFREY, THOMAS HAROLD

6052512

SHIDEMAN, FREDERICK, JAMES

4648018

6721410

WINDORSKI, KELLY, JOSEPH

3211118

FURCHT, ELIZABETH, ANN