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CAPITAL FINANCIAL SERVICES, INC.
CAPITAL FINANCIAL SERVICES, INC.
MINOT, North Dakota
·
8 registered advisors
·
CRD# 8408
SEC# 801-24253
47
701-837-9600
01
Firm Overview
AUM
$213M
Regulatory assets under management
Employees
81
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM OTHER INVESTMENT ADVISORS.
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL FINANCIAL SERVICES, INC.
8 registered advisors
Bart James Bohrer
MINOT, North Dakota
CRD# 4315654
Chad Andrew Thuner
MINOT, North Dakota
CRD# 4893596
Donald Paul Waage
MINOT, North Dakota
CRD# 1509320
Donald Robert Pollard
MINOT, North Dakota
CRD# 2181631
Ernest D Kappotis
MINOT, North Dakota
CRD# 4871251
Joanne Marie Christianson
MINOT, North Dakota
CRD# 5341634
John Richard Carlson
MINOT, North Dakota
CRD# 3098410
Nicole Justina Bertsch
MINOT, North Dakota
CRD# 5204006
05
Office Locations
MINOT, North Dakota
8 advisors
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Data sourced from SEC Form ADV filings. CAPITAL FINANCIAL SERVICES, INC. (CRD# 8408) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.