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JT
CFP
JT
CFP

John Edwin Truckenbrod

Capital Management Associates INC
37 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Capital Management Associates INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
932 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.6B

Fee Structure

Location

80 South 8th Street, Suite 900, Minneapolis, MN, 55402

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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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Employment History
Current Registrations
Capital Management Associates INC
August 2016 - Present · 9 yrs 6 mos
Capital Management Securities, INC.Broker
August 2016 - Present · 9 yrs 6 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
Exams
No exam information available for this advisor.