Cross State Financial Group LLC

Overview

Cross State Financial Group LLC is an SEC registered investment adviser based in Albuquerque, NM, registered since 2016. It reports $188M in assets under management across 1,111 accounts, with 10 employees. It has 9 investment adviser representatives.

Reported AUM

$188M

Discretionary

100%

Accounts

1,111

Average account

$169K

Employees

10

Advisory reps

9

Registered since

2016

Jurisdictions

11

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Danielle Elizabeth Mutz Managing Member, Chief Compliance Officer CRD 4179319
• Steven Scott Iversen Member CRD 820813

Advisory reps 3 of 9

• Kevin Jay Aguas Insurance Agent · Investment Adviser Rep CRD 4573669
• Michael Anthony Ball Insurance Agent · Investment Adviser Rep CRD 2500989
• Robert Cassella Investment Adviser Rep CRD 1596984

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6721 Academy Rd NE Ste B
Albuquerque, NM 87109

County

Bernalillo

Metro area

Albuquerque, NM

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: crossstatefinancialgrandhaven.com

Every state, with registration dates

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