Bryan Adam Kupchik

Employer firm

Capstone Wealth Management Group, LLC CRD 284547

$356M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Capstone Wealth Management Group, Llc
  Clarks Green, PA
• 07/2016 → Present
  Lpl Financial, Llc
  Clarks Green, PA

Previous Registrations

• 2014-02-14 → 2016-08-25
  Ameriprise Financial Services, Llc
  Clarks Green, PA
• 2004-01-21 → 2005-05-17
  Wells Fargo Clearing Services, Llc
  Kingston, PA

Other Businesses

(1) 07/22/2016: Capstone Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 1202 Meade Street, Dunmore, PA 18512 - Start 07/16/2016 (2) 07/22/2016: 4th Street Enterprises, LLC - Real Estate Rental - 1202 Meade Street, Dunmore, PA 18512 - Investment Related - Start 12/31/2004 - 1 Hr/Mo; 0 Hours During Securities Trading - 1% Time Spent (3) 07/28/2016: Capstone Wealth Management Group, LLC - Registered Investment Advisor - DBA: (Hybrid) Capstone Wealth Management - Investment Related - 1202 Meade Street, Dunmore, PA 18512 - Start 07/22/2016 - 20 Hr/Mo; 4 Hours During Securities Trading; 50% Time Spent (4) 09/15/2022 - BRCK Partners LLC - Investment Related - Dunmore, PA 18512 - Real Estate Rental - LLC Member - Start Date - 01/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-11
• S65 Uniform Investment Adviser Law Examination
  1997-11-11

Designations

• Certified Financial Planner

Other Names

• Bryan A Kupchik