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).

By the Numbers
  • Total Assets Under Management
    277
    MILLION
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $244,794
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MA, ME, MN, MO, NC, NE, NH, NJ, OR, TX, WA, WI

Financial Advisors at The Capital Advisory Group Advisory Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Roger A. Anderson
CRD#: 1261118
5270 West 84th Street, Suite 310, Bloomington, MN 55437

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.

2
Mark A. Foreman
CRD#: 3076573
5270 West 84th Street, Suite 310, Bloomington, MN 55437

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.

3
Brett A. Machtig
CRD#: 1420080
5270 West 84th Street, Suite 310, Bloomington, MN 55437

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.

4
Todd J. Morris
CRD#: 4251773
5270 West 84th Street, Suite 310, Bloomington, MN 55437

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.

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