Jane Bonnie Truckenbrod
Investment adviser representative at Capital Management Associates Inc
30 yearsExperience
1 stateRegistered in
$1.9BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Capital Management Associates Inc.Aug 2016 to now
- Capital Management Securities, Inc.Aug 2016 to now
- First AdvisorsSep 1996 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
Capital Management Associates Inc
$1.9BAssets managed
932Clients
14Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2803205
- Firm CRD
- 105010