Fong Her (CRD# 6388638) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Management Securities, Inc. | Minneapolis, MN | Apr 2021 - Current | 3 |
| Capital Management Associates, Inc. | Minneapolis, MN | Apr 2021 - Current | 3 |
| Unemployed | St Paul, MN | Oct 2020 - Mar 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Saint Paul, MN | Apr 2017 - Sep 2020 | 3 |
| Edward Jones | St Louis, MO | Sep 2014 - Apr 2017 | 2 |
| Un-employed | Oakdale, MN | May 2014 - Sep 2014 | < 1 |
| Richmond, The American International University In London | London, | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
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- MN
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Total Assets Under Management1,718MILLIONS
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Total Number of Accounts857ACCOUNTS
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Average Account Value$2,004,708
- A percentage of assets under your management
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- 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)
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AZ, CA, CO, FL, IA, IL, MA, ME, MI, MN, MT, NE, NH, TN, TX, WI
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