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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
| AZ | RA | APPROVED | 2026-01-07 |
| MN | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States
10000 N 31St Ave. Suite D 216, Phoenix, AZ 85051 • United States
Destin, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Machtig And Associates, Llc | Minneapolis | MN | 01/1998 | Present |
| Machtig Advisory Services, Llc | Bloomington | MN | 07/2008 | 01/2026 |
| Machtig Insurance, Llc | Minneapolis | MN | 01/2007 | Present |
| The Capital Advisory Group, Llc | Bloomington | MN | 04/2010 | Present |
| 401K Capital Advisory | Bloomington | MN | 04/2011 | 01/2026 |
| Brett Machtig - Author | Bloomington | MN | 01/1995 | Present |
| United Planners Financial Services | Scottsdale | AZ | 06/2016 | 01/2026 |
| Foreman & Airhart | Bloomington | MN | 03/2008 | 01/2026 |
| Mgi Publications - Dba For Machtig Group Inc. | Bloomington | MN | 01/1995 | Present |
| American Training Videos, Inc. | Bloomington | MN | 11/2013 | Present |
| Machtig & Associates Insurance Services, Llc | Bloomington | MN | 01/2007 | Present |
| The Capital Advisory Group Advisory Services, Llc | Bloomington | MN | 04/2011 | 01/2026 |
| Lpl Financial Llc | Bloomington | MN | 01/2026 | Present |
1.01/06/2026; Machtig and Associates, Insurance Svs, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2007; 5hrs/mth; 5hrs during trading 2.01/06/2026; American Training Videos Inc; Business Owner; Not Investment Related; Cottage Grove,MN; Start Date 11/01/2011; 1hrs/mth; 1hrs during trading 3.01/06/2026; MGI Publications, LLC. DBA MGI Publications; Author; Not Investment Related; Cottage Grove,MN; Start Date 01/01/1996; 5hrs/mth; 5hrs during trading 4.01/06/2026; Machtig and Associates, LLC.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/1996; 1hrs/mth; 1hrs during trading 5.01/06/2026; Notary; Notary; Investment Related; at Reported Business Location(s); Start Date 01/01/2011; 1hrs/mth; 1hrs during trading 6. 07/08/2026 - The Capital Advisory Group, LLC. - DBA for LPL Business (entity for LPL business) - INvestment Related - At Reported Business Location(s) - Start Date 04/01/2010 - 160 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-21 |
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