AP
CFP
AP
CFP

Alexander Luing Pengelly

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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

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Location

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

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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.

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Other Business ActivitiesSells Insurance

Alexander is a minority owner in Bridges Financial, is the 2025 President for FPA Minnesota, and is an insurance agent. These activities require minimal time commitment.

Employment History
Current Registrations
Capital Management Associates INC
March 2017 - Present · 8 yrs 11 mos
Capital Management Securities, INC.Broker
November 2016 - Present · 9 yrs 3 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.