John Truckenbrod
John Truckenbrod is a CFP-designated registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 932 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.
Location
80 South 8th Street, Suite 900, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Management Associates INC
Capital Management Securities, INC.Broker
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Guardian Investor Services CorporationBroker
Capital Management Securities, INC.Broker
Aegis Investments, INC.Broker
B.C. Christopher Securities CO.Broker
Morison Securities, INC.Broker
State Registrations5 states
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