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Capital Financial Planners CRD 310168
$285M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1640 Liberty St Se, Salem, OR 97302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-30 |
| TX | RA | APPROVED | 2020-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Salem | OR | 07/2001 | 10/2020 |
| Capital Financial Planners, Llc | Salem | OR | 01/2007 | Present |
| Kms Financial Services, Inc. | Salem | OR | 08/2003 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-29 |
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