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 $281,705,355 in 1,450 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $194,280
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
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.

CA, FL, GA, IL, LA, MA, MN, MO, NH, NJ, TX, WA

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
96
Wealthminder
score

Roger Anderson (CRD# 1261118) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 32 years of experience in the finance industry. Roger Anderson 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.

2
David E. Denniston
CRD#: 4697676
5270 West 84th Street, Suite 310, Bloomington, MN 55437
96
Wealthminder
score

David Denniston (CRD# 4697676) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 14 years of experience in the finance industry.

3
Mark A. Foreman
CRD#: 3076573
5270 West 84th Street, Suite 310, Bloomington, MN 55437
93
Wealthminder
score

Mark Foreman (CRD# 3076573) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 19 years of experience in the finance industry.

4
Todd J. Morris
CRD#: 4251773
5270 West 84th Street, Suite 310, Bloomington, MN 55437
93
Wealthminder
score

Todd Morris (CRD# 4251773) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 17 years of experience in the finance industry.

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