Broker Check

Capital Advisors' Mission and People

Mission
Capital Advisors is dedicated to helping clients create, protect, and preserve wealth.  We are focused on providing exceptional client service and building long-term relationships. Capital Advisors provides old-fashioned personal service. Our modest size allows us to deliver personal service, flexibility, and close attention to detail.

Jennifer Schaefer

Jen@CapitalAdvisors.us

Jennifer Schaefer is an Investment Advisor Representative with Cambridge Investment Research Advisors Inc., a Registered Representative for Cambridge Investment Research, Inc, an independent broker/dealer, and a licensed insurance...

Read more

Rick Schaefer

Rick@CapitalAdvisors.us

Rick Schaefer is an Investment Advisor Representative with Cambridge Investment Research Advisors Inc., a Registered Principal with Cambridge Investment Research, Inc. an independent broker/dealer, and a licensed life, health and...

Read more

Rita Burke

Rita joins Capital Advisors as an Administrative Assistant, putting her organizational skills and eye for detail to work for us. Rita is focused on offering quality client services to Capital Advisors customers. Prior to working at...

Read more

Five Star Disclaimer:
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com