Brett Machtig, financial advisor Bloomington MN
63 score

Brett Machtig

CRD Number: 1420080
Current Firm: Investors Capital Advisory

Brett Machtig (CRD# 1420080) is an Investment Advisor Representative working at Investors Capital Advisory in Bloomington, MN and has over 31 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 < 1
American Training Videos Bloomington, MN Oct 2013 - Current 3
401k Capital Advisory Bloomington, MN Apr 2011 - Current 5
The Capital Advisory Group, LLC Bloomington, MN Apr 2010 - Current 6
The Capital Advisory Group Advisory Services, LLC Bloomington, MN Apr 2010 - Current 6
Machtig Advisory Services, LLC Bloomington, MN Jul 2008 - Current 8
Machtig Insurance, LLC Minneapolis, MN Jan 2007 - Current 9
Machtig & Associates Insurance Services LLC Bloomington, MN Jan 2007 - Current 9
Machtig And Associates, LLC Minneapolis, MN Jan 1998 - Current 18
Machtig Group Inc. Minneapolis, MN Jan 1995 - Current 21
Brett Machtig - Author Bloomington, MN Jan 1995 - Current 21
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Brett A. Machtig
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
63

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