Brett Machtig, financial advisor Bloomington MN

Brett Machtig

CRD Number: 1420080
Current Firm: The Capital Advisory Group Advisory Services, LLC

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.

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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 12
The Capital Advisory Group Advisory Services, LLC Bloomington, MN Apr 2011 - Current 12
The Capital Advisory Group, LLC Bloomington, MN Apr 2010 - Current 13
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
Disclosure Information

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.

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Contact Info for Brett A. Machtig
By the Numbers
  • Total Assets Under Management
    277
    MILLIONS
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $244,794
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, LA, MA, ME, MN, MO, NC, NE, NH, NJ, OR, TX, WA, WI

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