# CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC. of MINOT, ND is an SEC-registered investment adviser.

## Registration

- CRD: 8408
- Type: SEC-registered investment adviser
- SEC file number: 801-24253
- Location: 1821 WEST BURDICK EXPRESSWAY, MINOT, ND, 58701
- Phone: 701-837-9600
- Latest filing: 2019-08-15
- Regulatory AUM: $212.7M
- Discretionary AUM: $211.6M
- Non-discretionary AUM: $1.1M
- Clients: 81
- Accounts: 1,816

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| [CARLSON JOHN RICHARD](https://search.stillhousedata.com/person/728461) | CHIEF COMPLIANCE OFFICER/DESIGNATED SUPERVISOR; CHIEF COMPLIANCE OFFICER, DESIGNATED SUPERVISOR, DIRECTOR; CHIEF COMPLIANCE OFFICER/DESIGNATED SUPERVISOR/SECRETARY/SENIOR REGISTERED OPTIONS PRINCIPAL/COMPLIANCE REG. OPTIONS PRINCIPAL (+4 more) | — |
| [WALSTAD ROBERT EDWARD](https://search.stillhousedata.com/person/729993) | CEO, CHAIRMAN OF THE BOARD; CEO, CHAIRMAN OF THE BOARD,PRESIDENT; CEO, DIRECTOR,PRESIDENT (+1 more) | — |
| [CASE JACQUELINE LEA](https://search.stillhousedata.com/person/733426) | DIRECTOR, VICE PRESIDENT; DIRECTOR, VICE PRESIDENT, SECRETARY; SECRETARY (+2 more) | — |
| [ACKERMAN HEATHER BRIANNA](https://search.stillhousedata.com/person/733427) | TREASURER; TREASURER, FINOP, DIRECTOR | — |
| [LINDSEY JEFFREY ALLEN](https://search.stillhousedata.com/person/733428) | V.P. - MARKETING | — |
| [CASTLEMAN VANCE C](https://search.stillhousedata.com/person/733429) | DIRECTOR | — |
| [WELLS WILLIAM PAUL](https://search.stillhousedata.com/person/748771) | DIRECTOR; SENIOR V.P. | — |
| [OLSON RICHARD DAYLE](https://search.stillhousedata.com/person/779730) | PRESIDENT | — |
| [BOPPRE BRIAN WADE](https://search.stillhousedata.com/person/790725) | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/DIRECTOR; PRESIDENT | — |
| [LEGLER GEOFFREY JAMES](https://search.stillhousedata.com/person/802151) | DESIGNATED SUPERVISOR; PRESIDENT & DIRECTOR | — |
| [LARSON JEFFREY BERNARD](https://search.stillhousedata.com/person/802152) | VICE PRESIDENT, SECRETARY, & DIRECTOR; V.P., FINANCIAL AND OPERATIONS PRINCIPAL; V.P., FIN & OP PRIN, DESIGNATED SUPV. | — |
| [BOHRER BART JAMES](https://search.stillhousedata.com/person/814343) | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER; VICE PRESIDENT/TREASURER | — |
| [KAPPOTIS ERNEST D](https://search.stillhousedata.com/person/837378) | FINOP; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER | — |
| [POLLARD DONALD ROBERT](https://search.stillhousedata.com/person/841158) | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [WAAGE DONALD PAUL](https://search.stillhousedata.com/person/841159) | PRESIDENT | — |
| [THUNER CHAD ANDREW](https://search.stillhousedata.com/person/845643) | FINOP | — |
| [BERTSCH NICOLE JUSTINA](https://search.stillhousedata.com/person/847915) | CEO | — |
| [CHRISTIANSON JOANNE MARIE](https://search.stillhousedata.com/person/856314) | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/8408/brochure
- Similar advisers: https://search.stillhousedata.com/firm/8408/similar
- Related entities: https://search.stillhousedata.com/firm/8408/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/8408

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.