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CRD#: 10579
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CAPITAL MANAGEMENT SECURITIES, INC. is located at 7900 Xerxes Ave S. #500, Minneapolis, MN 55431-1120 and was first established at Kansas City, Minnesota in 04/07/1975. After operating for 51 years, CAPITAL MANAGEMENT SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CAPITAL MANAGEMENT SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CAPITAL MANAGEMENT SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CAPITAL MANAGEMENT SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CAPITAL MANAGEMENT SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CAPITAL MANAGEMENT SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CAPITAL MANAGEMENT SECURITIES, INC. Comes From

Understanding the Statistics for CAPITAL MANAGEMENT SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
7900 Xerxes Ave S. #500, Minneapolis, MN 55431-1120
Mailing Address
7900 Xerxes Avenue S #500, Minneapolis, MN 55431-1120
Firm Size
Small
Phone Number
(952) 893-1200
Established
Minnesota since 04/07/1975
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CMA FINANCIAL, INCOWNER
GLENNIE, MELISSA LEAHSROP, GENERAL SECURITIES PRINCIPAL, CHIEF COMPLIANCE OFFICER, MSRB PRINCIPAL, CFO, COO, FINOP, PFO, POO2221936
LUING, THOMAS ALFREDPRESIDENT, PRINCIPAL1502743
STROH, GREGORY ALANCEO, PRINCIPAL, FINOP, MSRB PRINCIPAL, CHAIRMAN704342

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Advisor's working at CAPITAL MANAGEMENT SECURITIES, INC.

TL

Thomas Alfred Luing

Tom Luing
IAR
RR
CRD#: 1502743
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55431-1120
Company:
CAPITAL MANAGEMENT ASSOCIATES INC
Disclosures:
Experience:
39 years
View Profile
JT

John Edwin Truckenbrod

IAR
RR
CRD#: 1828069
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402
Company:
CAPITAL MANAGEMENT ASSOCIATES INC
Disclosures:
Experience:
37 years
View Profile
MG

Melissa Leah Glennie

Melissa Leah Giesen
IAR
RR
CRD#: 2221936
Location:
Minneapolis, MN 55431-1120
Company:
CAPITAL MANAGEMENT ASSOCIATES INC
Disclosures:
Experience:
32 years
View Profile
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