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Tiffany Michelle Setzke Forste

Capstone Wealth Management Group, Inc.

Bend, OR

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Current Employers
Capstone Wealth Management Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-27
  • OR RA
    APPROVED
    Since 2026-02-27

Branch Locations

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
Unemployed Longmont CO 01/2020 03/2022
St Julien Hotel And Spa Boulder CO 02/2008 01/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2022 02/2023
N/A Broomfield CO 03/2018 Present
Ryan Schaefer Boulder CO 03/2023 09/2025
Northwestern Mutual Investment Services Llc Boulder CO 04/2022 01/2025
Double Haul Wealth Management Group, Llc Bend OR 01/2025 12/2025
Capstone Wealth Management Group, Llc Bend OR 01/2025 Present
Capstone Wealth Management Group, Inc Bend OR 02/2026 Present
Capstone Wealth Management Group, Inc Bend OR 04/2026 Present
  • 01/2020 → 03/2022
    Unemployed
    Longmont, CO
  • 02/2008 → 01/2020
    St Julien Hotel And Spa
    Boulder, CO
  • 04/2022 → 02/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2018 → Present
    N/A
    Broomfield, CO
  • 03/2023 → 09/2025
    Ryan Schaefer
    Boulder, CO
  • 04/2022 → 01/2025
    Northwestern Mutual Investment Services Llc
    Boulder, CO
  • 01/2025 → 12/2025
    Double Haul Wealth Management Group, Llc
    Bend, OR
  • 01/2025 → Present
    Capstone Wealth Management Group, Llc
    Bend, OR
  • 02/2026 → Present
    Capstone Wealth Management Group, Inc
    Bend, OR
  • 04/2026 → Present
    Capstone Wealth Management Group, Inc
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-15
S63 Uniform Securities Agent State Law Examination 2022-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-08-15
  • S63 Uniform Securities Agent State Law Examination
    2022-07-18
Other Names
  • Tiffany Michelle Setzke
  • Tiffany Michelle Setzke
  • Tiffany Forste

View on SEC IAPD

Other Firms

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PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

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