Thomas
Luing
Capital Management Associates Inc
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About this Advisor
Thomas Luing is a certified financial planner working out of Minneapolis, Minnesota with a total of 12 years of industry experience. Luing currently works for Capital Management Associates Inc. Throughout their career, they have worked at Capital Management Securities, Inc and Capital Management Associates, Inc. Luing holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Arizona, Florida, Illinois, Iowa, Michigan, Minnesota, Montana, Texas and Wisconsin. Capital Management Associates Inc is an advisory firm that has its headquarters in Minneapolis, MN. The firm has offices in three locations and a total of 17 financial advisors. It controls $1 billion in total assets across its 836 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises five charitable organizations. Of its 836 client accounts, 30% are held by high-net-worth individuals who have greater than $1 million in investable assets. Capital Management Associates Inc provides a wide assortment 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 typically depend on which services the firm provides the client. However, fees billed by Capital Management Associates Inc likely consist 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
Thomas Luing Work History
Thomas has been registered as a financial advisor for 12 years.*
Capital Management Securities, Inc
Capital Management Associates, 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 Thomas Luing 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.
