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Capital Financial Strategies

  •  Tel: 904-626-7995
  •  Fax: 904-626-7996

Capital Financial Strategies

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  2. About Us
  3. Meet Our Team

Meet Our Team

Our firm offers the services of financial professionals with varied backgrounds and individual experiences to meet a wide range of client needs and goals. Each financial professional who joins Capital Financial Strategies is selected based on his or her knowledge, experience, and desire to make long-term commitments to our clients.

 

William "Ken" Forrester

President
 Financial Advisor

Bio

Louis F. Body V

Financial Advisor
 

Bio

Rob Jennis

Financial Professional
 

Bio

Jamie VandenHeuvel

Financial Advisor

Bio


Kenneth B. Klein

Financial Professional

Bio

Derek N. Chipoletti

Financial Advisor

Bio

Travis Hodge

Financial Advisor

Bio

Robert Graham

Financial Advisor

Bio


Hunter D. Kelly, CFP®

Financial Advisor

Bio

Jeff Nettles

Financial Advisor

Bio

Andrew Mahaven

Financial Advisor

Bio

Matthew Holibaugh, CFP®

Financial Advisor

Bio


Harrison Mitchell Christian

Financial Services Representative

Bio

Kyle Rice

Financial Advisor

Bio


About Us

  • Our Company
  • Our Team
  • Our Staff
  • Community Involvement

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10199 Southside Blvd, Suite 200
Jacksonville, FL
32256 United States

  •  Tel: 904-626-7995
  •  Fax: 904-626-7996
  •  info@capfinstrategies.com

Capital Financial Strategies is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Capital Financial Strategies are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Capital Financial Strategies are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3100965 DOFU 6/2020
 

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