Scott
Foreman
Capital Management Associates Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Foreman is a financial advisor based in Minneapolis, Minnesota with 7 years of industry experience. Foreman is currently employed by Capital Management Associates Inc. Over the course of their career, Foreman has held roles at Vsr Advisory Services, Vsr Financial Services Inc, First Advisors, Ronin Advisory, Capital Management Securities, Inc and Capital Management Associates, Inc. Foreman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa and Minnesota. Capital Management Associates Inc is a financial advisory business that has its headquarters in Minneapolis, MN. It has offices in three locations and a total of 17 people on staff. It administers $1 billion in assets among its 836 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm serves five charities and foundations. Of its 836 accounts, 30% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Capital Management Associates Inc provides a number of services, including 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. Fees for financial management depend on which service is provided. Fees billed by Capital Management Associates Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Scott Foreman Work History
Scott has been registered as a financial advisor for 7 years.*
Capital Management Securities, Inc
Capital Management Associates, Inc
First Advisors
Ronin Advisory
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 Scott Foreman 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
