Established in 1984, Capital Financial Planners, LLC is an independent, fee-based investment management and financial planning firm located in Salem, Oregon. We provide wealth management and advisory services to clients in the Pacific Northwest and beyond. Our services include retirement planning, investment management, advisory services for trustees, hourly financial planning and more. We take a holistic and collaborative approach, working not only as our clients’ financial advisors, but as their financial partners.
Securities and Advisory Services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member of FINRA/SIPC and an SEC Registered Investment Advisor.
One or more advisors at Capital Financial Planners are licensed to provide advisory services to residents in the following states: AZ, CA, HI, ID, IL, MT, NC, NM, OR, PA, UT, WA, and WI. Barry Nelson and Chad Campbell are licensed to offer securities in the State of Oregon.
This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.