Capstone Wealth Advisors LLC
Legal Name: CAPSTONE WEALTH ADVISORS, LLC
Other Info
Capstone Wealth Advisors LLC is an Oregon-based limited liability company providing financial advisory services with a team of 9 employees, of which 7 are dedicated advisors. Despite the unknown number of clients, the firm's approved status by the SEC, with registration dating back to February 2017, guarantees its commitment to providing top-tier services to all its clients.
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2005 Madrona Avenue SE Salem, OR 97302 503-967-1980 [email protected] Client Portal Menu HomeOffice LocationsAbout Our AssociatesServicesResearch & CommentaryResources RetirementEstateInvestmentInsuranceTaxMoneyLifestyleGlossaryTax ResourcesContact Us Client Portal Click Here For …
Direct Owners
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MICHAEL BERT COURSEY
MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE owns more than 10% but less than 25%
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ROBERT TELFORD NORTON
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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RONALD RAY BOUCHER
MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE owns more than 10% but less than 25%
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RYAN ALLEN SKOGSTAD
MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE owns more than 10% but less than 25%
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WING BENNY WON
MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE owns more than 10% but less than 25%