Unclaimed Profile

Gregory Jerald Mortenson

CAPSTONE ADVISORY GROUP LLC·EDINA, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record12 years registeredCAPSTONE ADVISORY GROUP LLC

7701 FRANCE AVE S, EDINA, MN 55435CRD# 2281494Firm CRD# 153443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Jerald Mortenson · EDINA, MN

Registration

CRD #2281494 · CAPSTONE ADVISORY GROUP LLC · 12 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2024 – present

ONEDIGITAL

Dec 2019 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2014 – Dec 2019

Edina, MN

CAPSTONE ADVISORY GROUP LLC

Jan 2014 – Feb 2020

EDINA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 23, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPSTONE ADVISORY GROUP LLC

CRD 153443 · SEC 801-71325

AUM

$443M

Regulatory assets under management

Employees

3,756 client accounts

Services offered by CAPSTONE ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPSTONE ADVISORY GROUP LLC →

Introduction

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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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