John Truckenbrod is a CFP-designated registered investment advisor, based in Minneapolis, MN, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
80 South 8th Street, Suite 900, Minneapolis, MN, 55402
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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.
Learn about disclosures →Employment History
Current Registrations
Capital Management Associates INC
August 2016 - Present · 10 yrs 2 mos
Capital Management Securities, INC.Broker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Vsr Advisory Services
November 2013 - July 2016 · 2 yrs 8 mos
Vsr Financial Services, INC.Broker
March 1996 - July 2016 · 20 yrs 4 mos
Guardian Investor Services CorporationBroker
January 1994 - March 1996 · 2 yrs 2 mos
Capital Management Securities, INC.Broker
July 1990 - December 1993 · 3 yrs 5 mos
Aegis Investments, INC.Broker
January 1989 - July 1990 · 1 yr 6 mos
B.C. Christopher Securities CO.Broker
December 1988 - January 1989 · 1 mo
Morison Securities, INC.Broker
May 1988 - December 1988 · 7 mos
State Registrations5 states
ILKSMDMNWI
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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