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Managing Member & Chief Compliance Officer · Capital Financial Planners

Barrigan W. Nelson

CRD 4385285 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Financial Planners, an SEC-registered wealth manager based in Salem, OR with $285 million in regulatory assets, lists Barrigan W. Nelson on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Barrigan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barrigan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.