SF
SF

Scott Cameron Foreman

24 Years of Experience
BrokerSells Insurance
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

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120

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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 ActivitiesSells Insurance

Scott spends minimal time on insurance sales and as secretary for the Hispanic Republican Assembly of MN. Neither activity is investment-related.

Employment History
Current Registrations
Capital Management Securities, INC.Broker
August 2016 - Present · 9 yrs 6 mos
Capital Management Associates INC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Vsr Advisory Services
January 2014 - July 2016 · 2 yrs 6 mos
Vsr Financial Services, INC.Broker
May 2001 - July 2016 · 15 yrs 2 mos
State Registrations4 states
CACOIAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Scott Cameron Foreman - Financial Advisor | TrueAdvisor