CAPITAL FINANCIAL PLANNERS, LLC of SALEM, OR is an SEC-registered investment adviser (CRD 310168). Regulatory assets under management: $284.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Barrigan William Nelson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Chad S Campbell | MANAGING MEMBER | — |
| NELSON ROBERT WILLIAM | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CAMPBELL CHAD S | MANAGING MEMBER | — |
| Chad S. Campbell | MANAGING MEMBER | — |
| Danae N Johnson | MANAGING MEMBER | — |