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Gregory Jerald Mortenson

CAPSTONE ADVISORY GROUP LLC·EDINA, Minnesota
Unclaimed Profile
7701 FRANCE AVE S, EDINA, MN 55435CRD# 2281494Firm CRD# 153443
01

About

Gregory Jerald Mortenson is a registered financial advisor based in EDINA, Minnesota, affiliated with CAPSTONE ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPSTONE ADVISORY GROUP LLC
CAPSTONE ADVISORY GROUP LLC
AUM
$443M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAPSTONE ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 2281494
Firm CRD# 153443
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Jerald Mortenson offer?
Gregory Jerald Mortenson specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Gregory Jerald Mortenson's credentials?
Gregory Jerald Mortenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Jerald Mortenson located?
Gregory Jerald Mortenson is based in EDINA, Minnesota, working with CAPSTONE ADVISORY GROUP LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Gregory Jerald Mortenson charge for services?
Gregory Jerald Mortenson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE ADVISORY GROUP LLC?
CAPSTONE ADVISORY GROUP LLC has approximately 6 employees and manages $443M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Scott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Mathew Paul Arens — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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