Unclaimed Profile

Mark Eric Czuchry

CAPITAL FORMATION STRATEGIES INC·ST PAUL, Minnesota

Series 4, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 65Clean record11 years registeredCAPITAL FORMATION STRATEGIES INC

2550 UNIVERSITY AVE, ST PAUL, MN 55114CRD# 4048295Firm CRD# 111124

Profile Verification

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

Identity

Mark Eric Czuchry · ST PAUL, MN

Registration

CRD #4048295 · CAPITAL FORMATION STRATEGIES INC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL FORMATION STRATEGIES INC

INDEPENDENT INVESTMENT ADVISORS INC.

Jan 2015 – Jan 2017

EDEN PRAIRIE, MN

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 9

Series 10

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · January 26, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FORMATION STRATEGIES INC

CRD 111124 · SEC 801-80916

AUM

$135M

Regulatory assets under management

Employees

448 client accounts

Services offered by CAPITAL FORMATION STRATEGIES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FORMATION STRATEGIES INC →

Introduction

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Frequently Asked Questions

What services does Mark Eric Czuchry offer?

Mark Eric Czuchry specializes in Financial Planning, Investment Management.

What are Mark Eric Czuchry's credentials?

Mark Eric Czuchry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Eric Czuchry located?

Mark Eric Czuchry is based in ST PAUL, Minnesota, last registered with CAPITAL FORMATION STRATEGIES INC.

How does Mark Eric Czuchry charge for services?

Mark Eric Czuchry'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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