Scott Foreman, financial advisor Minneapolis MN

Scott Foreman

CRD Number: 4266227
Current Firm: Capital Management Associates Inc.

Scott Foreman (CRD# 4266227) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Management Securities, Inc. Minneapolis, MN Aug 2016 - Current 4
Capital Management Associates, Inc. Minneapolis, MN Aug 2016 - Current 4
First Advisors St Paul, MN Dec 2000 - Current 20
Ronin Advisory St Paul, MN Dec 2000 - Current 20
Self-employed Minneapolis, MN Jun 1999 - Current 21
Vsr Advisory Services Overland Park, KS Jan 2003 - Jul 2016 13
Vsr Financial Services Inc. Overland Park, KS Dec 2000 - Jul 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Scott C. Foreman
Phone Number: 952-893-1200
Registered State(s):
  • FL
  • IA
  • MN
By the Numbers
  • Total Assets Under Management
    1,005
    MILLIONS
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $1,705,692
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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MA, ME, MI, MN, MT, NE, NH, TN, TX, WI

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