Best Investors Account Sign in

Jane Bonnie Truckenbrod

Capital Management Associates Inc

Minneapolis, MN

Minneapolis, MN

CRD 2803205

Claim This Profile
Employer firm

Capital Management Associates Inc CRD 105010

$1.88B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL & BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

More in Minneapolis, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor