Advisory Solutions Group

Overview

Advisory Solutions Group is an SEC registered investment adviser based in Plymouth, MN, registered since 2026. It reports $408M in assets under management across 2,062 accounts, with 50 employees. It has 23 investment adviser representatives.

Reported AUM

$408M

Discretionary

100%

Accounts

2,062

Average account

$198K

Employees

50

Advisory reps

23

Registered since

2026

Jurisdictions

51

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• Jeffrey Thomas Harold Dekko Chief Manager, President CRD 4648018
• James Loren Cahn Chair of Investment Committee, Chief Strategy Officer CRD 6052512
• Frederick James Shideman Chief Platform Officer, Chief Information Security Officer CRD 6721410

4 more executive officers, with direct contact details

Advisory reps 3 of 23

• Andrea Lynn Anastasio Investment Adviser Rep CRD 7529668
• Kenneth Dale Bolton Investment Adviser Rep CRD 1925208
• Robert William Burns Investment Adviser Rep CRD 3267624

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

Location

Headquarters

505 Highway 169 N Ste 900
Plymouth, MN 55441

County

Hennepin

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: fourpointswealth.com

Every state, with registration dates

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