Contego Capital Advisors, LLC

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

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 - 2 of 2 top financial advisors.
1
Robert J. Branton
CRD#: 2741208
7255 Ohms Lane, Edina, MN 55439
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.

2
Ryan M. Carlson
CRD#: 4860984
2810 Powder Ridge Drive, Bismarck, ND 58503
90
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.