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CAPITAL FINANCIAL PLANNERS, LLC
CAPITAL FINANCIAL PLANNERS, LLC
CAPITAL FINANCIAL PLANNERS
SALEM, Oregon
·
2 registered advisors
·
CRD# 310168
SEC# 801-119386
0
503-585-1067
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL FINANCIAL PLANNERS, LLC
2 registered advisors
Barrigan William Nelson
SALEM, Oregon
CRD# 4385285
Chad S. Campbell
SALEM, Oregon
CRD# 6163605
05
Office Locations
SALEM, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. CAPITAL FINANCIAL PLANNERS, LLC (CRD# 310168) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.