TrueAdvisor
TrueAdvisor
MG
MG

Melissa Leah Glennie

Capital Management Associates INC
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Capital Management Associates INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
932 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.6B

Fee Structure

Location

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Capital Management Associates INC
January 2014 - Present · 12 yrs 1 mo
Capital Management Securities, INC.
April 1998 - Present · 27 yrs 10 mos
Capital Management Securities, INC.Broker
April 1998 - Present · 27 yrs 10 mos
Previous Registrations
Whittlinger Investment CorporationBroker
May 1997 - April 1998 · 11 mos
Capital Management Securities, INC.Broker
September 1995 - May 1997 · 1 yr 8 mos
Financial Network Investment CorporationBroker
February 1995 - July 1995 · 5 mos
R.J. Steichen & CompanyBroker
April 1994 - January 1995 · 9 mos
Painewebber IncorporatedBroker
November 1993 - April 1994 · 5 mos
State Registrations17 states
AZCACOFLGAINMAMDMIMNNYOHPATXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.