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Jane Bonnie Truckenbrod

Capital Management Associates Inc

Minneapolis, MN

Minneapolis, MN

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Current Employers
Capital Management Associates Inc

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431-1120 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2016-08-02
  • MN RA
    APPROVED
    Since 2016-08-02

Branch Locations

80 South 8Th Street Suite 900, Minneapolis, MN 55402 • United States

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431-1120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Advisors Minneapolis MN 09/1996 03/2024
Capital Management Securities, Inc. Minneapolis MN 08/2016 Present
Capital Management Associates Inc. Bloomington MN 08/2016 Present
  • 09/1996 → 03/2024
    First Advisors
    Minneapolis, MN
  • 08/2016 → Present
    Capital Management Securities, Inc.
    Minneapolis, MN
  • 08/2016 → Present
    Capital Management Associates Inc.
    Bloomington, MN
Previous Registrations
  • 2014-06-02 → 2016-07-29
    Vsr Financial Services, Inc.
    Minneapolis, MN
    Minneapolis, MN
    Minneapolis, MN
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-02
S63 Uniform Securities Agent State Law Examination 1996-11-07
  • S65 Uniform Investment Adviser Law Examination
    2014-06-02
  • S63 Uniform Securities Agent State Law Examination
    1996-11-07

View on SEC IAPD

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