Capital Financial Consultants Group, Inc.

Capital Financial Consultants Group, Inc. (CRD# 133657) is a financial advisory firm headquartered in Poway, CA. They manage $78,547,000 in 694 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $113,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID

Financial Advisors at Capital Financial Consultants Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael S. Wynns
CRD#: 3072203
14259 Danielson Street, Poway, CA 92064
96
Wealthminder
score

Michael Wynns (CRD# 3072203) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 18 years of experience in the finance industry.

2
Charles B. Denherder
CRD#: 5506488
14259 Danielson Street, Poway, CA 92064
93
Wealthminder
score

Charles Denherder (CRD# 5506488) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 9 years of experience in the finance industry.

3
Daniel O. Gomes
CRD#: 6150133
14259 Danielson Street, Poway, CA 92064
90
Wealthminder
score

Daniel Gomes (CRD# 6150133) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 4 years of experience in the finance industry.

4
Cheryl L. Seifert
CRD#: 2154701
123 S. Third Avenue, Sandpoint, ID 83864
86
Wealthminder
score

Cheryl Seifert (CRD# 2154701) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Sandpoint, ID and has over 25 years of experience in the finance industry. Cheryl Seifert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Larry J. Steckler
CRD#: 2621508
14259 Danielson Street, Poway, CA 92064
86
Wealthminder
score

Larry Steckler (CRD# 2621508) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 22 years of experience in the finance industry. Larry Steckler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.