Unclaimed Profile

John Anthony Twele

TWELE CAPITAL MANAGEMENT, INC.·MINNETONKA, Minnesota

Clean recordTWELE CAPITAL MANAGEMENT, INC.

5601 SMETANA DRIVE, MINNETONKA, MN 55343-9196CRD# 1570378Firm CRD# 130239

Profile Verification

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

Identity

John Anthony Twele · MINNETONKA, MN

Registration

CRD #1570378 · TWELE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Anthony Twele is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with TWELE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

TWELE CAPITAL MANAGEMENT, INC.

AUM

$637M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TWELE CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1570378

Firm CRD# 130239

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Anthony Twele offer?

John Anthony Twele specializes in Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are John Anthony Twele's credentials?

John Anthony Twele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Anthony Twele located?

John Anthony Twele is based in MINNETONKA, Minnesota, working with TWELE CAPITAL MANAGEMENT, INC.. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does John Anthony Twele charge for services?

John Anthony Twele's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWELE CAPITAL MANAGEMENT, INC.?

TWELE CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $637M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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