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Joanne Marie Christianson

CAPITAL FINANCIAL SERVICES, INC.·MINOT, North Dakota
SIE, Series 99CAPITAL FINANCIAL SERVICES, INC.
1821 WEST BURDICK EXPRESSWAY, MINOT, ND 58701CRD# 5341634Firm CRD# 8408

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joanne Marie Christianson · MINOT, ND
Registration
CRD #5341634 · CAPITAL FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
CAPITAL FINANCIAL SERVICES, INC.
CRD 8408 · SEC 801-24253
AUM
$213M
Regulatory assets under management
Employees
81
1,816 client accounts
Services offered by CAPITAL FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL FINANCIAL SERVICES, INC. →
Introduction

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04

Frequently Asked Questions

What services does Joanne Marie Christianson offer?
Joanne Marie Christianson specializes in Financial Planning, Investment Management. Contact their office in MINOT, North Dakota for a consultation.
What are Joanne Marie Christianson's credentials?
Joanne Marie Christianson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanne Marie Christianson located?
Joanne Marie Christianson 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 Joanne Marie Christianson charge for services?
Joanne Marie Christianson'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 at CAPITAL FINANCIAL SERVICES, INC.

John Richard Carlson
MINOT, ND
Bart James Bohrer
MINOT, ND
Donald Robert Pollard
MINOT, ND
Donald Paul Waage
MINOT, ND
Ernest D Kappotis
MINOT, ND
Nicole Justina Bertsch
MINOT, ND

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