GP
GP

Gregory Brian Paine

17 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

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 Activities

Gregory is a self-employed partner with his spouse, owning and managing a rental property since 2004, dedicating minimal time. He also co-owns a rental property with his brother and a commercial building through J&P Enterprise LLC, each requiring minimal time.

Employment History
Current Registrations
Capital Management Securities, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Capital Management Associates INC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Infinex Investments, INC.
November 2013 - April 2022 · 8 yrs 5 mos
Infinex Investments, INC.
November 2011 - October 2013 · 1 yr 11 mos
Infinex Investments, INC.Broker
November 2011 - April 2022 · 10 yrs 5 mos
Morgan Stanley Smith Barney LLC
April 2010 - December 2011 · 1 yr 8 mos
Morgan Stanley Smith BarneyBroker
April 2010 - December 2011 · 1 yr 8 mos
Edward Jones
October 2008 - April 2010 · 1 yr 6 mos
Edward JonesBroker
September 2008 - April 2010 · 1 yr 7 mos
State Registrations9 states
AZCOFLIAILMIMNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.