Barrigan William Nelson
Investment adviser representative at Capital Financial Planners
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$284.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Capital Financial Planners, LLCJan 2007 to now
- Kms Financial Services, Inc.Jul 2001 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Capital Financial Planners
Legal name: Capital Financial Planners, LLC
$284.8MAssets managed
221Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4385285
- Firm CRD
- 310168