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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
United Planners Financial Services 3 years, 10 months Jun 2016 - Present
American Training Videos, Inc. 6 years, 5 months Nov 2013 - Present
American Training Videos 6 years, 6 months Oct 2013 - Present
The Capital Advisory Group Advisory Services, LLC 9 years Apr 2011 - Present
401k Capital Advisory 9 years Apr 2011 - Present
The Capital Advisory Group Advisory Services, Llcbloomington, Mn 9 years Apr 2011 - Present
Thomas Hokr & Associates 4 years, 5 months Oct 2010 - Mar 2015
The Capital Advisory Group, LLC 10 years Apr 2010 - Present
Machtig Advisory Services, LLC 11 years, 9 months Jul 2008 - Present
Foreman & AIrhart 12 years, 1 month Mar 2008 - Present
Machtig Insurance, LLC 13 years, 3 months Jan 2007 - Present
Machtig & Associates Insurance Services LLC 13 years, 3 months Jan 2007 - Present
Investors Capital Corporation 12 years, 1 month Jun 2004 - Jul 2016
Machtig and Associates, LLC 22 years, 3 months Jan 1998 - Present
Machtig Group Inc., LLC DBA MGI Publishing 24 years, 3 months Jan 1996 - Present
Brett Machtig - Author 25 years, 3 months Jan 1995 - Present
Machtig Group Inc. 25 years, 3 months Jan 1995 - Present

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Wealth Strategist
    Designation
    Certified Wealth Strategist
    Individuals holding this designation have an understanding of multi-generational wealth planning emphasizing family unity, prosperity, individual accomplishment and charitable involvement.

Articles and Answers

Insights by Brett Machtig

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    5
  • as of date
    Sep 4, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    5
  • as of date
    Sep 4, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Planners' Financial Services of America A Limited Partner

Last updated on Nov. 22, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 21K
      Accounts
    • $155.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions