Jamie Schlag, financial advisor Minot ND
89 score

Jamie Schlag

CRD Number: 6114352
Current Firm: Capital Financial Services, Inc.

Jamie Schlag (CRD# 6114352) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Financial Services, Inc. Minot, ND Aug 2012 - Current 4
Unemployed Minot, ND Jul 2012 - Aug 2012 < 1
Dakota Staffing Bismarck, ND May 2012 - Jun 2012 < 1
Minot State University Minot, ND Aug 2010 - May 2012 1
Dakota Staffing Bismarck, ND Jun 2010 - Aug 2010 < 1
Deb Shops Minot, ND Apr 2010 - Jul 2010 < 1
Herbergers Minot, ND Aug 2009 - Apr 2010 < 1
Unemployed Minot, ND May 2009 - Aug 2009 < 1
Minot State University Minot, ND Aug 2007 - May 2009 1
Minot State University Minot, ND Jan 2007 - Aug 2007 < 1
Herbergers Minot, NE Aug 2005 - Jan 2007 1
Bismarck Public Schools Bismarck, ND Aug 1994 - Jan 2007 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Jamie L. Schlag
Phone Number: 701-837-9600
Firm Website: https://www.capfin.com
Registered State(s):
  • ND
  • SD
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $192,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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