Email
bmachtig@machtig.net
Phone
Disclaimer

FORM CRS

Advisory services through Capital Advisory Group Advisory Services LLC and securities through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. The Capital Advisory Group Advisory Services, LLC (CAGAS), Capital Advisory Group, LLC (CAG), and 401k Capital Advisory, LLC are not affiliated with United Planners Financial Services. All examples are hypothetical, are for illustrative purposes only and are not intended to provide tax, legal, or investment advice. Individual needs vary and require consideration of your objectives and financial situation. Not FDIC insured. Not Bank Guaranteed. May Lose Value.

*Neither Capital Advisory Group Advisory Services nor United Planners provide tax or legal advise. We work with you and your legal counsel to assist you with your estate plan.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither The Capital Advisory Group Advisory Services nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites. The above list of professionals should not be construed as a blanket recommendation, endorsement or sponsorship by United Planners Financial Services. You must decide whether to hire these persons or firms and the appropriateness of their services. These firms are not affiliated with or employees of United Planners. United Planners does not supervise these firms and takes no responsibility to monitor the services they provide to you.

This information is intended for use only by residents of AL, AZ, AK, CA, CN, FL, GA, IL, ID, IA, KY, LA, MD, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AL, AZ, AK, CA, CN, FL, GA, IL, ID, IA, KY, LA, MD, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI.

5270 West 84th Street
Suite 310
Bloomington, MN 55437
United States

First Name
Brett
Last Name
Machtig
Fax
952-831-5563
Toll Free
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

How Can We Help?

Find out how we can help you reach your financial freedom, download our complimentary whitepapers.