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Financial ADVSR advisor directory · SEC adviser records

Capital Consulting & Asset Management financial advisors

Every SEC-registered investment adviser representative at Capital Consulting & Asset Management, by the state and city of the office they work from.

The short answer

3 registered advisors work at Capital Consulting & Asset Management, in 2 states and 2 cities; the most are in Lincoln, NE (2). 2 list the CFP designation and 2 are also registered broker representatives.

Search every Capital Consulting & Asset Management advisor by name →Who joined and left Capital Consulting & Asset Management →Capital Consulting & Asset Management: assets, clients and custodians →

Cities with the most Capital Consulting & Asset Management advisors

Lincoln, NE 2Frisco, CO 1

Capital Consulting & Asset Management advisors by state

Capital Consulting & Asset Management in Nebraska 2

Lincoln 2

Capital Consulting & Asset Management in Colorado 1

Frisco 1

Questions

How many financial advisors does Capital Consulting & Asset Management have?

3 investment adviser representatives are registered with Capital Consulting & Asset Management, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 2 are also registered as broker representatives.

Where does Capital Consulting & Asset Management have the most advisors?

Lincoln, NE, with 2 registered advisors, then Frisco, CO (1). By state, Nebraska has the most, with 2.

How do I find a Capital Consulting & Asset Management financial advisor near me?

Pick your state below, then your city, to see every Capital Consulting & Asset Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Capital Consulting & Asset Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →