Barrigan
Nelson
Capital Financial Planners
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About this Advisor
Barrigan Nelson is a certified financial planner working in Salem, Oregon who has 3 years of relevant experience. Nelson is an advisor for Capital Financial Planners. Their career trajectory has included roles at Kms Financial Services, Inc and Capital Financial Planners, LLC. Nelson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon and Texas. Capital Financial Planners is an advisory firm headquartered in Salem, OR. It handles $204 million in total assets across its 572 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 572 customer accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Capital Financial Planners offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on the type of services provided. Fee types charged by Capital Financial Planners most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Financial Planners Brokerage Details
$204,339,899
4
572
$357,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Barrigan Nelson Work History
Barrigan has been registered as a financial advisor for 3 years.*
Capital Financial Planners, LLC
Kms Financial Services, Inc
Kms Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barrigan Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Financial Planners
Salem, OR
Salem, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
