Capital Financial Services, Inc.

Capital Financial Services, Inc. (CRD# 8408) is a financial advisory firm headquartered in Minot, ND. They manage $212,692,416 in 1,816 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    1,816
    ACCOUNTS
  • Average Account Value
    $117,121
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
  • Selection of other advisers (including private fund managers)
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.

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, WY

Financial Advisors at Capital Financial Services, Inc.
Showing 1 - 10 of 55 top financial advisors.
1
Daniel A. Anderson
CRD#: 2765912
Minot, ND 58701

Daniel Anderson (CRD# 2765912) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 23 years of experience in the finance industry.

2
Stephen N. Ashton
CRD#: 4417928
Othello, WA 99344

Stephen Ashton (CRD# 4417928) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Othello, WA and has over 18 years of experience in the finance industry. Stephen Ashton 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.

3
Dennis J. Bach
CRD#: 2735985
Minot, ND 58701

Dennis Bach (CRD# 2735985) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 23 years of experience in the finance industry.

4
James A. Batten
CRD#: 1960868
Boise, ID 83709

James Batten (CRD# 1960868) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Boise, ID and has over 30 years of experience in the finance industry.

5
Nicole J. Bertsch
CRD#: 5204006
Minot, ND 58701

Nicole Bertsch (CRD# 5204006) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 13 years of experience in the finance industry.

6
Bart J. Bohrer
CRD#: 4315654
Minot, ND 58701

Bart Bohrer (CRD# 4315654) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 16 years of experience in the finance industry.

7
Craig E. Brand
CRD#: 2744584
Minot, ND 58701

Craig Brand (CRD# 2744584) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 23 years of experience in the finance industry.

8
Raoul K. Brandt
CRD#: 1173932
Minot, ND 58701

Raoul Brandt (CRD# 1173932) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 36 years of experience in the finance industry.

9
Laurie A. Braulick
CRD#: 1568481
New Ulm, MN 56073

Laurie Braulick (CRD# 1568481) is an Investment Advisor Representative working at Capital Financial Services, Inc. in New Ulm, MN and has over 31 years of experience in the finance industry.

10
Kenneth L. Brensdal
CRD#: 2572626
Helena, MT 59601

Kenneth Brensdal (CRD# 2572626) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Helena, MT and has over 25 years of experience in the finance industry.

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