Best Investors Account Sign in
Current Employers
Capstone Wealth Management Group, Inc.

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-03-02
  • NM RA
    APPROVED
    Since 2026-03-02

Branch Locations

Boulder, CO • United States

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Wealth Management Group, Llc Bend OR 09/2006 Present
Capstone Wealth Management Group, Inc. Bend OR 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-16
  • S65 Uniform Investment Adviser Law Examination
    2006-10-16
Designations

View on SEC IAPD

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor