Betty J. Albitz

CONTEGO CAPITAL GROUP

EDINA, MN 55435

CRD#: 1350226

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Professional summary

Betty Jean Albitz, AIF®, ChFC®, CLU®, who also goes by Betty Jean Wellens, is a registered financial advisor currently at CONTEGO CAPITAL GROUP, INC. located in Edina, Minnesota.

Betty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Betty has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Betty Jean Wellens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty Jean Albitz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 18, 2026 - Present

CONTEGO CAPITAL GROUP, INC.

Office #1: 200 Southdale Center, Edina, MN 55435

RIA

CRD#: 128518

EDINA, MN

Past

November 29, 2017 - January 20, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

BLOOMINGTON, MN

Past

November 29, 2017 - January 20, 2026

LPL FINANCIAL LLC

CRD#: 6413

BLOOMINGTON, MN

Past

April 20, 2016 - December 1, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

EDINA, MN

Past

April 20, 2016 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

EDINA, MN

Past

April 5, 2002 - April 22, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

EDINA, MN

Past

February 10, 1995 - April 22, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

EDINA, MN

Past

October 2, 1990 - December 2, 1996

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

November 19, 1989 - February 9, 1995

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 24, 1985 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONTEGO CAPITAL GROUP, INC.

CRD#: 128518 / SEC#: 801-113844

RIA

Registered Investment Advisory firm - (8/17/2018 Approved)

Arizona

Registered Investment Advisory firm - (12/1/2015 Terminated)

Colorado

Registered Investment Advisory firm - (12/31/2015 Terminated)

Maryland

Registered Investment Advisory firm - (12/31/2015 Terminated)

Minnesota

Registered Investment Advisory firm - (8/29/2018 Terminated)

Montana

Registered Investment Advisory firm - (12/1/2015 Terminated)

North Dakota

Registered Investment Advisory firm - (8/28/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/1/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Current Firm

CONTEGO CAPITAL GROUP, INC.

CRD#: 128518 / SEC#: 801-113844

RIA

Registered Investment Advisory firm - (8/17/2018 Approved)

Arizona

Registered Investment Advisory firm - (12/1/2015 Terminated)

Colorado

Registered Investment Advisory firm - (12/31/2015 Terminated)

Maryland

Registered Investment Advisory firm - (12/31/2015 Terminated)

Minnesota

Registered Investment Advisory firm - (8/29/2018 Terminated)

Montana

Registered Investment Advisory firm - (12/1/2015 Terminated)

North Dakota

Registered Investment Advisory firm - (8/28/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2004 Terminated)

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Contact information

Main Address

5354 Parkdale Drive Suite 103, Minneapolis, MN 55416

Mailing Address

Phone number

(952) 697-2570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 73,270,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Betty J. Albitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty Jean Albitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

CONTEGO CAPITAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/1996

Series 63

Date: 5/1/1985

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

Current Firm

CONTEGO CAPITAL GROUP, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONTEGO CAPITAL GROUP, INC.

TRUST BUT VERIFY

Contact information

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