Brett Machtig

from The Capital Advisory Group Advisory Services, LLC
SEC regulated
Regulated Investment Advisor
Brett Machtig is a financial advisor based in Minnesota, Bloomington, with 39 years of experience. Brett currently works for The Capital Advisory Group Advisory Services, LLC. Brett maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brett Machtig works at The Capital Advisory Group Advisory Services, LLC
The Capital Advisory Group Advisory Services, LLC is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $273,682,549 of assets under management and employs about 6 people. The Capital Advisory Group Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5270 West 84th Street, Suite 310, Bloomington, Minnesota, 55437

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