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MW

Michelle H. White

CAPITAL MANAGEMENT ASSOCIATES
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 4587408
MW

Professional summary

Michelle Henderson White, who also goes by Michelle Marie Henderson, Michelle H White, is a registered financial advisor currently at CAPITAL MANAGEMENT ASSOCIATES INC located in Minneapolis, Minnesota and CAPITAL MANAGEMENT SECURITIES, INC. located in Minneapolis, Minnesota.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michelle has worked at 3 firms and has passed the Series 66, SIE, Series 7TO and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Marie Henderson | Michelle H White

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.
First Advisors - DBA for John Truckenbrod - Investment Adviser Representative. Investment Related. Employee. 40 hours/week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Henderson White'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®
None

Experience

Current

April 6, 2021 - Present

CAPITAL MANAGEMENT ASSOCIATES INC

Office #1: 80 South 8th Street Suite 900, Minneapolis, MN 55402
RIA
CRD#: 105010
Minneapolis, MN
Current

April 1, 2021 - Present

CAPITAL MANAGEMENT SECURITIES, INC.

Office #1: 7900 Xerxes Ave S. #500, Minneapolis, MN 55431-1120
BD
CRD#: 10579
Minneapolis, MN
Past

March 7, 2012 - December 2, 2016

GS CAPITAL MANAGEMENT, LLC

BD
CRD#: 123110
ATLANTA, GA

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".
CM
CAPITAL MANAGEMENT ASSOCIATES INC
CAPITAL MANAGEMENT ASSOCIATES INC | UNITED INVESTMENT GROUP | RONIN ADVISORY | FIRST ADVISORS

CRD#: 105010 / SEC#: 801-35808

RIA
Registered Investment Advisory firm - (1/2/1990 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Minnesota
(4/6/2021)
RR
Minnesota
(1/4/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99
Date: 3/6/2012
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

CM
CAPITAL MANAGEMENT ASSOCIATES INC
CAPITAL MANAGEMENT ASSOCIATES INC | UNITED INVESTMENT GROUP | RONIN ADVISORY | FIRST ADVISORS

CRD#: 105010 / SEC#: 801-35808

RIA
Registered Investment Advisory firm - (1/2/1990 Approved)
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Contact information

Main Address
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431-1120
Mailing Address
Phone number
(952) 893-1200
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART IIA 3.31.25 (3/14/2025)

Regulatory assets under management

Total Number of Accounts932
AUM (Assets Under Management)$ 1,627,864,626

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.

Company Information

CAPITAL MANAGEMENT ASSOCIATES INC

CRD#: 105010Minneapolis, MN 55402

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