Advisor at Capital Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Wealth Strategies, LLC
Location
Santa Barbara, CA 93105
Credentials
Series 63, Series 65
Industry experience
27 years
Johan Frisell is a financial advisor with Capital Wealth Strategies, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with Cambridge Investment Research Advisors, Inc. and The Estate Plan. Capital Wealth Strategies provides ongoing portfolio management to individuals, high-net-worth individuals, and insurance company clients, utilizing personalized investment policy statements and discretionary implementation across mutual funds, ETFs, fixed income, and insurance products. The firm uses a subscription research service for investment decisions and typically favors ETFs in its portfolios.
1.00% annually
3046 De La Vina St
Santa Barbara, CA 93105
California · Texas
Capital Wealth Strategies LLC
2012 - Present (14 years)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2006 - 2016 (10 years)
Cambridge Investment research, Inc
2006 - 2016 (10 years)
The Estate Plan
2005 - 2020 (15 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
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