Cheryl Romann, financial advisor Perham MN
93 score

Cheryl Romann

CRD Number: 3163696
Current Firm: Capital Financial Services, Inc.

Cheryl Romann (CRD# 3163696) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Perham, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Financial Services Inc. Minot, ND Jun 2012 - Current 4
Knuttila Financial Perham, MN Jul 2002 - Current 14
David Romann Hauling & Landscaping Perham, MN Jan 1998 - Current 18
Questar Asset Management Minneapolis, MN May 2010 - Jun 2012 2
Questar Capital Corporation Minneapolis, MN Jan 2007 - Jun 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
Contact Info for Cheryl L. Romann
Phone Number: 701-837-9600
Firm Website: https://www.capfin.com
Registered State(s):
  • MN
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
93
Clean Record
This advisor has a clean track record with regulators.

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