Capital Formation Strategies Inc.

Capital Formation Strategies Inc. (CRD# 111124) is a financial advisory firm headquartered in Saint Paul, MN. They manage $109,750,182 in 461 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $238,070
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Capital Formation Strategies Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald A. Johnson
CRD#: 705491
2550 University Ave, Suite 145n, Saint Paul, MN 55114
93
Wealthminder
score

Donald Johnson (CRD# 705491) is an Investment Advisor Representative working at Capital Formation Strategies Inc. in Saint Paul, MN and has over 36 years of experience in the finance industry.

2
Thomas A. Hannon
CRD#: 5950339
2550 University Ave, Suite 145n, Saint Paul, MN 55114
87
Wealthminder
score

Thomas Hannon (CRD# 5950339) is an Investment Advisor Representative working at Capital Formation Strategies Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.

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