JT
JT

Jane Bonnie Truckenbrod

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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

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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
June 2014 - July 2016 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
October 1996 - July 2016 · 19 yrs 9 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.