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Donald Paul Waage

CAPITAL FINANCIAL SERVICES, INC.·MINOT, North Dakota
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1821 WEST BURDICK EXPRESSWAY, MINOT, ND 58701CRD# 1509320Firm CRD# 8408
01

About

Donald Paul Waage is a registered financial advisor based in MINOT, North Dakota, affiliated with CAPITAL FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL FINANCIAL SERVICES, INC.
CAPITAL FINANCIAL SERVICES, INC.
AUM
$213M
Regulatory assets under management
Employees
81
Total firm employees
View all advisors at CAPITAL FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM OTHER INVESTMENT ADVISORS.
Regulatory
SEC/IARD CRD# 1509320
Firm CRD# 8408
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Paul Waage offer?
Donald Paul Waage specializes in Financial Planning, Investment Management. Contact their office in MINOT, North Dakota for a consultation.
What are Donald Paul Waage's credentials?
Donald Paul Waage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Paul Waage located?
Donald Paul Waage is based in MINOT, North Dakota, working with CAPITAL FINANCIAL SERVICES, INC.. Their office serves clients in the MINOT metropolitan area and surrounding communities.
How does Donald Paul Waage charge for services?
Donald Paul Waage's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees from other investment advisors.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FINANCIAL SERVICES, INC.?
CAPITAL FINANCIAL SERVICES, INC. has approximately 81 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MINOT
Kevin M Flagstad — VIKING FUND MANAGEMENT LLCToben Jerome Taft — VIKING FUND MANAGEMENT LLCJohn Richard Carlson — CAPITAL FINANCIAL SERVICES, INC.Bart James Bohrer — CAPITAL FINANCIAL SERVICES, INC.Shannon Doyle Radke — VIKING FUND MANAGEMENT LLC
Nearby cities in North Dakota
FARGO (29)BISMARCK (5)GRAND FORKS (5)
City Guides
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Research
Advisor Fees in North DakotaNational Fee Analysis
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