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Advanced Advisor Marketing, LLC

Company Details

Name: Advanced Advisor Marketing, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 01 Sep 2017 (7 years ago)
Company Number: d6e6189f-f28e-e711-8183-00155d01c6c6
File Number: 963311800020
Registered Office Address: 4550 W 77th Street, Suite 380, Edina, MN 55435, USA
ZIP code: 55435
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVANCED ADVISOR MARKETING 401(K) PLAN 2023 822665434 2024-05-16 ADVANCED ADVISOR MARKETING 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 6128402229
Plan sponsor’s address 4550 W. 77TH ST., SUITE 380, EDINA, MN, 55437

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-16
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
ADVANCED ADVISOR MARKETING 401(K) PLAN 2022 822665434 2023-05-30 ADVANCED ADVISOR MARKETING 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 6128402229
Plan sponsor’s address 4550 W. 77TH ST., SUITE 380, EDINA, MN, 55437

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Vincent Lombardi Oldre Manager 4550 W 77th Street, Suite 380, Edina, MN 55435, USA

Agent

Name Role
Vincent Oldre Agent

Filing

Filing Name Filing date
Annual Reinstatement - Limited Liability Company (Domestic) 2023-03-14
Administrative Termination - Limited Liability Company (Domestic) 2023-02-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2022-01-10
Original Filing - Limited Liability Company (Domestic) (Business Name: Advanced Advisor Marketing, LLC) 2017-09-01

Date of last update: 30 Sep 2024

Sources: Minnesota's Official State Website