Capstone Wealth Management Group LLC
Legal Name: CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Full Contact Details
Capstone Wealth Management Group LLC
404 SW COLUMBIA ST., SUITE 230, BEND, OR
541-330-0266
541-330-0254
Other Info
Capstone Wealth Management Group LLC, legally known as CAPSTONE WEALTH MANAGEMENT GROUP, LLC, is an Oregon Limited Liability Company with a team of 4 employees, all of whom play advisory roles. The firm has a solid SEC status and has been approved since it was registered on February 1, 2006. It caters to a single client, providing them with top-notch financial analysis and related services.
Capstone Wealth Management Group
Home About Capstone Why Capstone Our Credo WMG People What We Do Financial Planning Financial Services Wealth Management Client Suite Resources & Links Customer Relationship Summary Local Support Contact Your Dreams. Our Insight. Financial Planning Each Capstone financial plan is custom developed by…
Direct Owners
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JAMES MICHAEL CONRADS
MANAGING MEMBER/PRINCIPAL owns 75% or more
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KEVIN JOHN SERRAPEDE
CHIEF COMPLIANCE OFFICER owns less than 5%