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Inactive

Zachariah David Kline

Capstone Wealth Management Corp.

San Jose, CA

Lakeland, FL

CRD 8302073

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Employer firm

Capstone Wealth Management Corp. CRD 165359

$109M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Capstone Wealth Management Corp.

5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-14
  • CA RA
    APPROVED
    Since 2026-07-14

Branch Locations

San Jose, CA • United States

5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813 • 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 Corp. San Jose CA 06/2026 Present
Mount Sinai Health System New York NY 09/2025 Present
Advocate Aurora Health Menomonee Falls WI 04/2023 09/2025
Wisconsin Lutheran College Milwaukee WI 08/2021 04/2023
Wisconsin Lutheran College Milwaukee WI 08/2019 08/2021
Us. Army Madison WI 09/2018 09/2024
Technology Resource Advisors Milwaukee WI 04/2021 08/2021
Wisconsin Lutheran College Milwaukee WI 09/2018 05/2023
Baraboo High School Baraboo WI 09/2014 05/2018
Unemployed Milwaukee WI 05/2018 09/2018
  • 06/2026 → Present
    Capstone Wealth Management Corp.
    San Jose, CA
  • 09/2025 → Present
    Mount Sinai Health System
    New York, NY
  • 04/2023 → 09/2025
    Advocate Aurora Health
    Menomonee Falls, WI
  • 08/2021 → 04/2023
    Wisconsin Lutheran College
    Milwaukee, WI
  • 08/2019 → 08/2021
    Wisconsin Lutheran College
    Milwaukee, WI
  • 09/2018 → 09/2024
    Us. Army
    Madison, WI
  • 04/2021 → 08/2021
    Technology Resource Advisors
    Milwaukee, WI
  • 09/2018 → 05/2023
    Wisconsin Lutheran College
    Milwaukee, WI
  • 09/2014 → 05/2018
    Baraboo High School
    Baraboo, WI
  • 05/2018 → 09/2018
    Unemployed
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02

View on SEC IAPD

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