CAPITAL FINANCIAL PLANNERS, LLC
Legal name: CAPITAL FINANCIAL PLANNERS
CRD #310168 SEC #801-119386 SALEM, OR 503-585-1067
SEC Registered
Total AUM
$243.7M
Discretionary
$243.7M
Employees
5
Clients
0
Accounts
569
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, BARRIGAN, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | C | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | C | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
| CAMPBELL, CHAD, S. | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
1640 LIBERTY ST SESALEM, OR 97302
United States
Phone: 503-585-1067