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Gregory Alan Stroh

45 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 Avenue S, Suite 500, Minneapolis, MN, 55431

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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

Gregory is involved with two homeowner associations, Pixie Point Association and Faro Blanco Association, dedicating minimal time to each. He is also an insurance agent and owns a rental property, spending minimal time on each activity.

Employment History
Current Registrations
Capital Management Associates INC
June 1994 - Present · 31 yrs 8 mos
Capital Management Securities, INC.
December 1982 - Present · 43 yrs 2 mos
Capital Management Securities, INC.Broker
December 1982 - Present · 43 yrs 2 mos
Previous Registrations
Offerman & CO., INC.Broker
April 1981 - July 1982 · 1 yr 3 mos
Integrated Resources Equity CorporationBroker
February 1980 - May 1981 · 1 yr 3 mos
State Registrations14 states
AZCACOFLILINMDMNMTOHPATXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Alan Stroh - Financial Advisor | TrueAdvisor