Brett
Machtig

The Capital Advisory Group Advisory Services, LLC

CRD#1420080
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brett Machtig is a financial advisor based in Minneapolis, Minnesota with a total of 15 years of industry experience. Machtig currently works for The Capital Advisory Group Advisory Services, LLC. Over the course of their career, Machtig has held roles at Investors Capital Corporation, Machtig And Associates, LLC, Machtig Advisory Services, LLC, Machtig Insurance, LLC, Machtig Group Inc, Thomas Hokr & Associates, The Capital Advisory Group, LLC, 401K Capital Advisory, Brett Machtig - Author, United Planners Financial Services, Foreman & Airhart, Machtig Group Inc, LLC Dba Mgi Publishing, American Training Videos, Inc, Machtig & Associates Insurance Services, LLC and The Capital Advisory Group Advisory Services, LLC. Machtig maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Minnesota and Texas. The Capital Advisory Group Advisory Services, LLC is a registered investment company that has its headquarters in Minneapolis, MN. It has a total of six financial advisors. It administers $336 million in assets among its 1,558 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 1,558 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees for financial management typically are based on the type of services provided. However, fees charged by The Capital Advisory Group Advisory Services, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5270 West 84Th Street Suite 310
Minneapolis, MN 55437

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The Capital Advisory Group Advisory Services, LLC Brokerage Details

Total Assets Under Management

$335,841,821

MN Average: $5,289,111,388
Total Number of Employees

6

MN Average: 157
Total Number of Accounts

1,558

MN Average: 8,262
Average Account Size

$215,560

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Brett Machtig Work History

Brett has been registered as a financial advisor for 15 years.*

2016 - Present (8 years)

United Planners Financial Services

2013 - Present (11 years)

American Training Videos, Inc

2011 - Present (13 years)

401K Capital Advisory

2011 - Present (13 years)

The Capital Advisory Group Advisory Services, LLC

2010 - Present (14 years)

The Capital Advisory Group, LLC

2008 - Present (16 years)

Machtig Advisory Services, LLC

2008 - Present (16 years)

Foreman & Airhart

2007 - Present (17 years)

Machtig Insurance, LLC

2007 - Present (17 years)

Machtig & Associates Insurance Services, LLC

1998 - Present (26 years)

Machtig And Associates, LLC

1996 - Present (28 years)

Machtig Group Inc, LLC Dba Mgi Publishing

1995 - Present (29 years)

Machtig Group Inc

1995 - Present (29 years)

Brett Machtig - Author

2010 - 2015 (5 years)

Thomas Hokr & Associates

2004 - 2016 (12 years)

Investors Capital Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brett Machtig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Capital Advisory Group Advisory Services, LLC

Roger Anderson
Minneapolis, MN
Todd Morris
Minneapolis, MN
Michael Jungwirth
Minneapolis, MN
Brett Machtig
Minneapolis, MN
Mark Foreman
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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