![Brett Machtig, financial advisor Bloomington MN](/img/ws/profile-blank-sq.png)
Brett Machtig (CRD# 1420080) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 38 years of experience in the finance industry.
![Bassem Abou-Zeid, financial advisor Bloomington MN](/img/ws/profile-blank-sq.png)
CRD# 4898817
Raymond James & Associates, Inc.
![Omer Abramovich, financial advisor Bloomington MN](/img/ws/profile-blank-sq.png)
CRD# 6206290
Cliftonlarsonallen Wealth Advisors, LLC
![Suzanne Abrams, financial advisor Bloomington MN](/img/ws/profile-blank-sq.png)
CRD# 5002363
Lundeen Abrams Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Jun 2016 - Current | 7 |
American Training Videos, Inc. | Bloomington, MN | Nov 2013 - Current | 10 |
401k Capital Advisory | Bloomington, MN | Apr 2011 - Current | 13 |
The Capital Advisory Group Advisory Services, LLC | Bloomington, MN | Apr 2011 - Current | 13 |
The Capital Advisory Group, LLC | Bloomington, MN | Apr 2010 - Current | 14 |
Machtig Advisory Services, LLC | Bloomington, MN | Jul 2008 - Current | 15 |
Foreman & Airhart | Bloomington, MN | Mar 2008 - Current | 16 |
Machtig Insurance, LLC | Minneapolis, MN | Jan 2007 - Current | 17 |
Machtig & Associates Insurance Services, LLC | Bloomington, MN | Jan 2007 - Current | 17 |
Machtig And Associates, LLC | Minneapolis, MN | Jan 1998 - Current | 26 |
Machtig Group Inc., Llc Dba Mgi Publishing | Bloomington, MN | Jan 1996 - Current | 28 |
Machtig Group Inc. | Minneapolis, MN | Jan 1995 - Current | 29 |
Brett Machtig - Author | Bloomington, MN | Jan 1995 - Current | 29 |
Investors Capital Corporation | Lynnfield, MA | Jun 2004 - Jul 2016 | 12 |
Thomas Hokr & Associates | Maple Grove, MN | Oct 2010 - Mar 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1985 |
S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MN
- TX
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts1,132ACCOUNTS
-
Average Account Value$244,794
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IL, LA, MA, ME, MN, MO, NC, NE, NH, NJ, OR, TX, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.