Cross State Financial Group LLC

Steven Iversen is a financial advisor with Cross State Financial Group LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked with several firms, including Crown Capital Securities and Foothill Securities, and serves as an independent contractor and enrolled agent assisting with tax preparation at Cross State Tax & Financial, LLC. He also works as an insurance agent focusing on fixed insurance, long-term care, medical, Medicare supplements, and final insurance needs. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and third-party adviser monitoring. The firm combines fundamental analysis with tactical asset allocation and operates from multiple offices, offering discretionary management alongside client-imposed investment restrictions.

Danielle Mutz is a financial advisor with Cross State Financial Group LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Cross State Financial Group since 2015 and has held roles at Crown Capital Securities, Foothill Securities, and Corporate Benefit Consultants. Outside of finance, she is a limited partner in Comanche Creek Brewing Company, a family-owned microbrewery. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning and portfolio management, combining fundamental analysis with tactical asset allocation. The firm operates through a team of nine advisors across multiple offices and offers discretionary management alongside customized client solutions.

Robert Cassella is a financial advisor at Cross State Financial Group LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Crown Capital Securities, Foothill Securities, and in legal services. He has been with Cross State Financial Group since 2016 and has also been involved in insurance sales since 2007. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and oversight of third-party advisers. The firm combines fundamental analysis with tactical asset allocation and manages approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Andrew Flack is a financial advisor with Cross State Financial Group LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Cross State Financial Group since 2016 and previously held roles at Carver Financial Services and Raymond James Financial Services. In addition to his advisory work, he is a licensed insurance agent. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and oversight of third-party investment advisers. The firm combines fundamental analysis with tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors across nine offices.

Forrest Means is a Series 65-licensed advisor at Cross State Financial Group LLC with five years of industry experience. He has worked at Cross State Financial Group since 2022 and previously at Financial Depot from 2020 to 2022. Outside of finance, he serves as an instructor at Nor Cal Emergency Medical Training and NCTI/AMR. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and third-party adviser recommendations. The firm employs a combination of fundamental analysis and tactical asset allocation and operates from nine offices with a team of nine advisors managing approximately $166.8 million in discretionary assets.

Christopher Damen is a financial advisor at Cross State Financial Group LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross State Financial Group since 2017, with prior experience at Crown Capital Securities, L.P. and Wilbanks Securities, Inc. In addition to his advisory role, Damen is also licensed as an insurance agent involved in life, accident, health, and variable annuities sales. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and third-party adviser monitoring. The firm employs a combination of fundamental analysis and tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Kevin Aguas is a financial advisor with Cross State Financial Group LLC in Flagstaff, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Cross State Financial Group since 2018 and previously spent nine years with Cue Financial Group Inc. In addition to his advisory work, he teaches finance and business classes at Northern Arizona University. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and third-party adviser monitoring. The firm manages approximately $166.8 million in discretionary assets through a team of nine advisors, employing a combination of fundamental analysis and tactical asset allocation with both model and customized portfolios.

Michael Ball is a financial advisor with Cross State Financial Group LLC in Tempe, AZ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has held roles at several firms, including United Planners Financial Services and his own Ball Financial Group, LLC. Outside of advising, he is involved in the sale of stamps through A To Z Stamps, LLC. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $166.8 million in discretionary assets through a team of nine advisors. The firm employs fundamental analysis with tactical asset allocation and offers both model and customized portfolios with discretionary management and client-imposed restrictions.