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 31 - 40 of 55 top financial advisors.
31
Devon Liljenquist
CRD#: 6973631
Minot, ND 58701

Devon Liljenquist (CRD# 6973631) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has 1 year of experience in the finance industry.

32
Michael S. Longo
CRD#: 4153148
Bedford, NH 03110

Michael Longo (CRD# 4153148) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Bedford, NH and has over 19 years of experience in the finance industry.

33
Howard G. Martin
CRD#: 2670687
Minot, ND 58701

Howard Martin (CRD# 2670687) 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.

34
Dawn M. May
CRD#: 2282181
Milwaukee, WI 53226

Dawn May (CRD# 2282181) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.

35
Daniel R. Michelon
CRD#: 4386680
Minot, ND 58701

Daniel Michelon (CRD# 4386680) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 15 years of experience in the finance industry.

36
Joann M. Morford
CRD#: 1539930
Minot, ND 58701

Joann Morford (CRD# 1539930) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 28 years of experience in the finance industry.

37
Brett E. Nesdahl
CRD#: 2846599
Minot, ND 58701

Brett Nesdahl (CRD# 2846599) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 11 years of experience in the finance industry.

38
Teresa M. Oclair
CRD#: 2722808
Minot, ND 58701

Teresa Oclair (CRD# 2722808) 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.

39
Terrance J. Ostrander
CRD#: 2861942
Manitowoc, WI 54220

Terrance Ostrander (CRD# 2861942) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Manitowoc, WI and has over 22 years of experience in the finance industry.

40
Matthew D. Pedersen
CRD#: 6973632
Minot, ND 58701

Matthew Pedersen (CRD# 6973632) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has 1 year of experience in the finance industry.

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