John
Truckenbrod
Capital Management Associates Inc
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About this Advisor
John Truckenbrod is a certified financial planner operating in Minneapolis, Minnesota with 7 years of relevant experience. Truckenbrod currently works for Capital Management Associates Inc. Their career trajectory has included roles at Vsr Financial Services, Inc, Vsr Advisory Services, First Advisors, Capital Management Securities, Inc and Capital Management Associates, Inc. Truckenbrod has a Series 63 license, qualifying them as a securities representative, and can work in Arizona, Florida, Illinois, Minnesota, Texas and Wisconsin. Capital Management Associates Inc is an advisory company operating out of Minneapolis, MN. The company has offices in three locations and a total of 17 financial advisors. It oversees $1 billion in assets between its 836 accounts, making it one of the bigger firms in the nation by assets under management. The firm advises five charities and foundations. Of its 836 customer accounts, 30% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees are based on which services are provided. However, fee types billed by Capital Management Associates Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Management Associates Inc Brokerage Details
$1,255,534,896
17
836
$1,501,836
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Truckenbrod Work History
John has been registered as a financial advisor for 7 years.*
Capital Management Securities, Inc
Capital Management Associates, Inc
First Advisors
Vsr Advisory Services
Vsr Financial Services, Inc
*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 John Truckenbrod 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 Capital Management Associates Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
