Unclaimed Profile

Clarence Renhowe Moen

CAPITAL MANAGEMENT ASSOCIATES INC·MINNEAPOLIS, Minnesota

SIE, Series 1, Series 24, Series 63CFPClean record42 years registeredCAPITAL MANAGEMENT ASSOCIATES INC

7900 XERXES AVE. S, STE 500, MINNEAPOLIS, MN 55431-1120CRD# 337496Firm CRD# 105010

Profile Verification

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

Identity

Clarence Renhowe Moen · MINNEAPOLIS, MN

Registration

CRD #337496 · CAPITAL MANAGEMENT ASSOCIATES INC · 42 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL MANAGEMENT ASSOCIATES INC

CAPITAL MANAGEMENT ASSOCIATES INC

Jan 2014 – Jun 2018

MINNEAPOLIS, MN

CREATIVE FINANCIAL ADVISERS, INC.

Sep 1983 – Mar 2016

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 63

Registration record

First registered · September 26, 1983

Years registered · 42

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL MANAGEMENT ASSOCIATES INC

CRD 105010 · SEC 801-35808

AUM

$1.7B

Regulatory assets under management

Employees

857 client accounts

Services offered by CAPITAL MANAGEMENT ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL MANAGEMENT ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Clarence Renhowe Moen offer?

Clarence Renhowe Moen specializes in Financial Planning, Investment Management, Wealth Management.

What are Clarence Renhowe Moen's credentials?

Clarence Renhowe Moen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Clarence Renhowe Moen located?

Clarence Renhowe Moen is based in MINNEAPOLIS, Minnesota, last registered with CAPITAL MANAGEMENT ASSOCIATES INC.

How does Clarence Renhowe Moen charge for services?

Clarence Renhowe Moen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL MANAGEMENT ASSOCIATES INC?

CAPITAL MANAGEMENT ASSOCIATES INC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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