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At Capitol Financial Solutions, you have an opportunity to make a difference in your client’s lives by providing independent and objective financial guidance and support. We have the support team in place to help our financial advisors grow and enhance their practice.

How You Can Align With Us:

How You Can Align With Us:

Experienced Financial Professionals and Advisors, through your affiliation with Capitol Financial Solutions, you will have a wide range of resources to help you build a successful practice of your own. We are a strong, market-focused independent organization that delivers freedom, flexibility, and support.

College Graduates, no prior sales experience is necessary. We are seeking intelligent and professional graduates who have an entrepreneurial spirit. Successful candidates will be dynamic, coachable and driven by the upside potential of a commission based career.

Career Changers, unleash your entrepreneurial spirit with the freedom and rewards of building your own business, based on your vision and market opportunity. Feel secure with the resources, stability, and scale of a national network, backed by a well-known financial services company.

Outstanding IN-HOUSE Support To Fuel Your Growth

Marketing

Our marketing department is dedicated to assisting our financial advisors in promoting and positioning themselves effectively and meaningfully. Our advisors have a wide array of resources, such as websites, email marketing programs, events, client webinars, and social media, to create a comprehensive marketing plan.

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Technology

Our technology support team is dedicated to providing the tools and resources you need. From mobile apps and e-signature to integrated business systems, you will find that our technology solutions not only support a full range of business models, but also integrate seamlessly with your practice.

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Training

Our training program is bolstered by advisor-led programs, collaborating through joint-work, and online courses. Each year, we host a remarkable firm-wide meeting where our advisors, associates, and partners gather for industry changes, exceptional speakers, best practices, and updates on the future of Capitol Financial Solutions. 

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Supervision

We’re not just focused on enforcing rules and regulations. We’re redefining supervision as a value-added service that offers true partnership. Our goal is to collaborate with our financial professionals to build and nurture long-term relationships while helping them grow their practices in a compliant manner.

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New Business

Our new business team makes onboarding new clients a seamless
process for our advisors. We coordinate the initial processing of the account paperwork, follow-up and case management.

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What Some Of Our Advisors Are Saying

J. Cory Hoffer, MSP, CFP®, AIF®, C(k)P
Affiliated since 1999
“I’ve been in the Financial Services industry for over 25 years. In 2007 I started my own firm, but
have remained affiliated with Capitol Financial Solutions throughout my career. Our business has
gone through significant changes, and I have remained loyal because of the support, resources and
progressive thinking their team has provided to my practice. Being associated with Osaic Wealth
allows me the opportunity to focus on my clients and building a practice knowing that my staff and
I have go-to people we can rely on for product, technology, marketing, compliance and leadership
support.”

Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC
Affiliated since 2005
“I joined Capitol Financial Solutions in 2005 because of their scale, resources and culture. The
firm provides me with world class marketing, technology, and training which allows me to be
completely prepared and use all my energy serving high quality clients. There is no question that
there is a direct correlation between the success of my practice and my affiliation with Capitol
Financial Solutions.”

Kenneth Kapinskis, AIF®, RICP®
Affiliated since 2004
“The family-oriented atmosphere at Capitol Financial Solutions truly sets us apart. We are part of a
wonderful family that fosters personal growth and provides invaluable support. This encouragement
within each individual’s practice directly benefits our clients. We’ve effectively navigated change and
adversity within our practices, and this certainly extends to our clients and the community as we
help guide them through their own challenges.”

Devin Butler, CFP®, AIF®, CRPC®
Affiliated since 2017
“We’re a firm comprised of uniquely advanced advisors and we can quantify that when you look at
the combination of experience, credentials, and applied knowledge that we bring to the table. I
think we have an extremely uncommon level of collaboration between individuals at each site and
the sites collectively and what that produces is a better outcome whether we’re talking events in the
community, the end results for our clients and potential advisors that may join us. “

Denise Sowell, CFP®, CLU, ChFC
Affiliated since 2022
“When we sought a partner for our firm, we were in search of robust support. When you’re striving
to expand your business and constantly grappling with marketing, compliance, and technology
concerns, it’s challenging to concentrate on growth. CFS has assisted us in addressing all these areas,
enabling us to concentrate on our core business.”

Trevor Lawson, CFP®, AIF®, RICP®, CLU®, CDFA®
Affiliated since 2014
“It’s the autonomy and flexibility to develop your independent practice within a larger organization,
learning from seasoned experts, and having the freedom to incorporate what resonates with you
while discarding what doesn’t. This dynamic allows us to craft something truly exceptional.”

Why Build Your Financial Services Business With Us?

  • Be a part of an independent Broker/Dealer
  • Be recognized and rewarded for dedication and hard work
  • Reap the benefits of the success you build- With our innovative equity and succession platform.
  • Take advantage of our open product platform Including a comprehensive range of investment, advisory, and protection products from leading carriers to help meet your clients’ needs.
  • Resources to support your business growth Including industry-leading technology, practice management, market development, training, and business support.
  • Benefit from our experienced and dedicated transition team. We understand the importance of a smooth transition when you choose to change firms. Our dedicated group of professionals provides concierge service to help transition your business with minimal disruption to your clients and your day-to-day business operations.
  • Benefit from the resources of a strong national financial network.

Capitol Financial Solutions recruiting team is available to answer any questions you may have about partnering with us or transitioning your practice. Please call (919) 719-3800 or email summersmith@capfs.com. No matter how you wish to reach out to us, we will handle your inquiry in the strictest confidence. We look forward to hearing from you.

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