The Capital Advisory Group Advisory Services, LLC
The Capital Advisory Group Advisory Services, LLC (CRD# 140551) is a financial advisory firm headquartered in Bloomington, MN. They manage $277,106,729 in 1,132 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management277MILLION
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Total Number of Accounts1,132ACCOUNTS
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Average Account Value$244,794
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IL, LA, MA, ME, MN, MO, NC, NE, NH, NJ, OR, TX, WA, WI
Roger Anderson (CRD# 1261118) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 38 years of experience in the finance industry.
Mark Foreman (CRD# 3076573) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 25 years of experience in the finance industry.
Brett Machtig (CRD# 1420080) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 38 years of experience in the finance industry.
Todd Morris (CRD# 4251773) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 23 years of experience in the finance industry.