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Financial Planning Resources for Federal & Postal Employees

Capital Asset Management, Inc

Company: Capital Asset Management, Inc
Contact: Justin Klein
Address: 3636 N Roff Ave
City: Oklahoma City
State: OK
Zip: 73112
Phone: 405-947-2913
Fax: --
Email: jklein@camadvisor.com
Website: https://www.capitalassetmanagement.com/

About My Practice

Founded in 1986, Capital Asset Management, Inc. had the vision to help people make smart decisions with their money.

We understand how hard you work to provide security for your family. Our team of financial advisors want to help you make informed decisions so your hard work can pay off now and in the future.

We are a company that works with you, one-on-one, to create a personalized strategy to fit your needs.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/CAM/

Offering Advice Since

2002

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations:  CFP®
Insurance Licenses:  Oklahoma
Security Licenses:  7, 66
Education:  BA Business Administration

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

FSC Securities Corporation

Capital Asset Management is a marketing name. Securities, insurance and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Adviser. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Neither FSC nor its representatives offer tax or legal advice.

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