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Contego Capital Group, Inc.

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Client assets under management

$37,628,150

Clients

88

100% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

11

Very Low

Average account size

$427,593

About

Contego Capital Group is an SEC‑registered investment adviser that primarily serves high‑net‑worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm provides discretionary portfolio management, financial planning, ERISA 3(21)/3(38) retirement‑plan services, and sub‑advisory arrangements.

Contego tailors investment programs to clients’ stated goals, time horizons, and risk tolerances and uses fundamental, technical, and cyclical analysis across mutual funds, ETFs, options, and other securities. Account reviews are performed regularly and the firm can manage accounts on a discretionary basis or deliver non‑discretionary financial planning advice covering retirement, tax, estate, and related topics.

What is relatively uncommon for a team firm of this size is Contego’s role with other investment vehicles and advisers: the firm serves other investment adviser clients, acts as a sub‑advisor to third‑party advisers, and is disclosed as a sub‑adviser and joint‑venture participant for the AlphaCentric Robotics & Automation mutual fund. The brochure also highlights that several supervised persons maintain broker‑dealer or insurance registrations and describes specific procedures (including limits on holding the fund in ERISA/qualified accounts and requiring client consent for purchases) intended to mitigate conflicts arising from those relationships.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Elder care planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees range from $500 to $5,000 based on scope and complexity, payable upon completion of financial analysis.

Percentage

All Assets+: 1.50% annually (maximum)

Other

Account minimum: $250,000

Main office location

Contego Capital Group, Inc.

5354 Parkdale Drive, Suite 103

Minneapolis MN 55416, United States

Number of offices

1

Most active in

Iowa · Minnesota · North Dakota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan C

Series 66

Minneapolis, MN

Contego Capital Group, Inc.

Ryan Carlson is a financial advisor at Contego Capital Group, Inc. in Minneapolis, MN, with 18 years of industry experience. He holds a Series 66 designation and has worked at Contego since 2016, following three years as a sole proprietor. Contego Capital Group is an SEC-registered advisory firm that serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers and registered investment companies. The firm offers discretionary asset management, sub-advisory services, and plan advisory services, using a combination of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Glenn G

Series 63, Series 65, Series 66

Minneapolis, MN

Contego Capital Group, Inc.

Glenn Gullickson is a financial advisor with Contego Capital Group, Inc. in Minneapolis, MN, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at Copernicus, LLC, Merrill Lynch Investment Managers, and BlackRock Investments. Outside of advising, he owns Copernicus LLC, a company that develops mobile phone software applications. Contego Capital Group primarily serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers and registered investment companies. The firm offers discretionary asset management, sub-advisory services, and ERISA plan advisory, using a blend of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Betty A

ChFC®, Series 63, Series 65

Minneapolis, MN

Contego Capital Group, Inc.

Betty Albitz is a financial advisor at Contego Capital Group, Inc. in Minneapolis, MN, with 40 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her career includes roles at LPL Financial LLC, National Planning Corporation, Reliastar, and Voya Financial Advisors. She also owns BJAlbitz Tax Services, providing tax preparation and accounting services. Contego Capital Group primarily serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers. The firm offers discretionary asset management, sub-advisory services, and ERISA plan advisory, employing a blend of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Matthew W

Series 63, Series 65

Edina, MN

Contego Capital Group, Inc.

Matthew Wicklund is a financial advisor with Contego Capital Group, Inc. in Edina, MN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked with Contego Capital Group since 2018 and is also an insurance agent with Contego Capital Benefits. Contego Capital Group serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers and registered investment companies. The firm offers discretionary asset management, sub-advisory services, and ERISA plan advisory, employing a tailored investment approach that combines fundamental, technical, and cyclical analysis across various instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Dominique V

Series 66

Minneapolis, MN

Contego Capital Group, Inc.

Dominique Villaume is a financial advisor at Contego Capital Group, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., The Ordway for Performing Arts, Secured Retirement Advisors, LLC, and LPL Financial, LLC. Contego Capital Group is an SEC-registered advisory firm serving high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers and registered investment companies. The firm offers discretionary asset management, sub-advisory services, and ERISA plan advisory, using a combination of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Walter A

Series 66

Minneapolis, MN

Contego Capital Group, Inc.

Walter Albitz is a financial advisor at Contego Capital Group, Inc. in Minneapolis, MN. He holds a Series 66 designation and has experience spanning several roles since 2016, including positions at Allianz Life Insurance Company of North America and his own insurance business. Outside of finance, he served as a Minnesota youth soccer official from 2011 to 2017. Contego Capital Group is an SEC-registered advisory firm that serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers. The firm provides discretionary asset management, sub-advisory services, and ERISA plan advisory, using a combination of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Robert B

Series 66

Minneapolis, MN

Contego Capital Group, Inc.

Robert Branton is a financial advisor with Contego Capital Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Contego Capital Group since 2008 and is also involved as a board member of Aloe Care International, a sun care product manufacturing company. Additionally, he is a partner in Leidang Capital LLC, which focuses on potential investments in private businesses and real estate. Contego Capital Group is an SEC-registered advisory firm that serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers and registered investment companies. The firm offers discretionary asset management, sub-advisory services, and ERISA plan advisory, using a blend of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Kurt W

Series 63, Series 65

Minneapolis, MN

Contego Capital Group, Inc.

Kurt Wedewer is a financial advisor at Contego Capital Group, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Mount Yale Investment Advisors, Accel Wealth Management, Mid Atlantic Financial Management, and a long tenure at American Trust. Contego Capital Group primarily serves high-net-worth individuals, retirement plans, pooled investment vehicles, and other investment advisers and registered investment companies. The firm provides discretionary asset management, sub-advisory services, and ERISA plan advisory, using a combination of fundamental, technical, and cyclical analysis across various investment instruments.

Elder care planning Cash flow / budgeting Founder/Business Owner Executive
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