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John Francis Huber

CAPITAL FORMATION STRATEGIES INC·ST PAUL, Minnesota
Clean recordCAPITAL FORMATION STRATEGIES INC
2550 UNIVERSITY AVE W., ST PAUL, MN 55114CRD# 7211920Firm CRD# 111124

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Francis Huber · ST PAUL, MN
Registration
CRD #7211920 · CAPITAL FORMATION STRATEGIES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Francis Huber is a registered financial advisor based in ST PAUL, Minnesota, affiliated with CAPITAL FORMATION STRATEGIES INC. 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
Introduction

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03

Firm Overview

Firm
CAPITAL FORMATION STRATEGIES INC
CAPITAL FORMATION STRATEGIES INC
AUM
$135M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7211920
Firm CRD# 111124
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Francis Huber offer?
John Francis Huber specializes in Financial Planning, Investment Management. Contact their office in ST PAUL, Minnesota for a consultation.
What are John Francis Huber's credentials?
John Francis Huber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Huber located?
John Francis Huber is based in ST PAUL, Minnesota, working with CAPITAL FORMATION STRATEGIES INC. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does John Francis Huber charge for services?
John Francis Huber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FORMATION STRATEGIES INC?
CAPITAL FORMATION STRATEGIES INC has approximately 3 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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