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Aidan James Schultz

Capstone Investment Financial Group, LLC

Webster, NY

Greenwood Village, CO

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Current Employers
Capstone Investment Financial Group, Llc

115 West Salori Court, Webster, NY 14580 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-13
  • CO RA
    APPROVED
    Since 2026-02-13

Branch Locations

115 West Salori Court, Webster, NY 14580 • United States

5300 Dtc Parkway, Suite 330, Greenwood Village, CO 80111 • 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
Colorado State University Fort Collins CO 08/2022 08/2025
Student Parker CO 08/2007 12/2025
Capstone Investment Financial Group, Llc Colorado Springs CO 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13

View on SEC IAPD

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