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CFP
TD
CFP

Thomas Dotzenrod

Contego Capital Group, INC.
39 Years of Experience
Bloomington, MN
Broker
View SEC Summary
View SEC Summary

Thomas Dotzenrod is a CFP-designated registered investment advisor at Contego Capital Group, INC., based in Bloomington, MN, with 39 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 89 clients with $88M in assets under management.

Contego Capital Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
89 clients
Average Client Portfolio
$989K average
Assets Under Management
$88.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on historical relationships, account composition, and asset amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8500 Normandale Lake Blvd, Ste 1070, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is involved in business ownership, other activities, and tax preparation. This work takes about a quarter of his time.

Employment History
Current Registrations
Contego Capital Group, INC.
September 2026 - Present · 1 mo
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 10 mos
Ameriprise Financial Services, LLCBroker
October 2010 - Present · 16 yrs
Previous Registrations
Genworth Financial Securities CorporationBroker
January 2004 - October 2010 · 6 yrs 9 mos
Waddell & Reed, INC.Broker
July 2001 - December 2003 · 2 yrs 5 mos
Mutual Service CorporationBroker
March 1999 - June 2001 · 2 yrs 3 mos
Titan/value Equities Group, INC.Broker
July 1991 - March 1999 · 7 yrs 8 mos
Investacorp, INC.Broker
December 1986 - August 1990 · 3 yrs 8 mos
First Investors CorporationBroker
June 1983 - November 1983 · 5 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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