Contego Capital Advisors, LLC

Contego Capital Advisors, LLC (CRD# 128518) is a financial advisory firm headquartered in , . They manage $25,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, ND

Financial Advisors at Contego Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jerald M. Anderson
CRD#: 4584038
Carver, MN
93
Wealthminder
score

Jerald Anderson (CRD# 4584038) is an Investment Advisor Representative working at Contego Capital Advisors, LLC in Carver, MN and has over 15 years of experience in the finance industry.

2
Robert J. Branton
CRD#: 2741208
Edina, MN
93
Wealthminder
score

Robert Branton (CRD# 2741208) is an Investment Advisor Representative working at Contego Capital Advisors, LLC in Edina, MN and has over 18 years of experience in the finance industry.

3
Ryan M. Carlson
CRD#: 4860984
2810 Powder Ridge Drive, Bismarck, ND 58503
93
Wealthminder
score

Ryan Carlson (CRD# 4860984) is an Investment Advisor Representative working at Contego Capital Advisors, LLC in Bismarck, ND and has over 13 years of experience in the finance industry.

4
Kevin P. Smith
CRD#: 1363302
60 South 6th Street, Suite2535, Minneapolis, MN 55402
61
Wealthminder
score

Kevin Smith (CRD# 1363302) is an Investment Advisor Representative working at Contego Capital Advisors, LLC in Minneapolis, MN and has over 33 years of experience in the finance industry. Kevin Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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