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 21 - 30 of 55 top financial advisors.
21
William B. Gordon
CRD#: 2127800
Clearwater, FL 33763

William Gordon (CRD# 2127800) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Clearwater, FL and has over 23 years of experience in the finance industry. William Gordon 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.

22
Scott T. Gross
CRD#: 2660074
Minot, ND 58701

Scott Gross (CRD# 2660074) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 24 years of experience in the finance industry.

23
David W. Hinson
CRD#: 4325435
Eugene, OR 97403

David Hinson (CRD# 4325435) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Eugene, OR and has over 18 years of experience in the finance industry. David Hinson 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.

24
Lloyd D. Hodgin
CRD#: 2954267
Minot, ND 58701

Lloyd Hodgin (CRD# 2954267) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 22 years of experience in the finance industry.

25
Roger A. Immell
CRD#: 1785536
Minot, ND 58701

Roger Immell (CRD# 1785536) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 32 years of experience in the finance industry. Roger Immell 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.

26
John J. John
CRD#: 1785564
Minot, ND 58701

John John (CRD# 1785564) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 27 years of experience in the finance industry. John John 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.

27
Jeffrey J. Johnson
CRD#: 2312446
Minot, ND 58701

Jeffrey Johnson (CRD# 2312446) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 27 years of experience in the finance industry.

28
Gary J. Jund
CRD#: 262677
Milwaukee, WI 53226

Gary Jund (CRD# 262677) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.

29
Ronald A. Kerher
CRD#: 1012967
Minot, ND 58701

Ronald Kerher (CRD# 1012967) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 37 years of experience in the finance industry.

30
Darren M. Klump
CRD#: 4934856
Oak Creek, WI 53154

Darren Klump (CRD# 4934856) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Oak Creek, WI and has over 11 years of experience in the finance industry.

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