CAPSTONE WEALTH MANAGEMENT GROUP, INC. of BEND, OR is an SEC-registered investment adviser (CRD 340135). Regulatory assets under management: $243.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Loren Thomas Gard | MANAGING PARTNER, CCO, DIRECTOR, SECRETARY; MANAGING PARTNER, PRINCIPAL, DIRECTOR, SECRETARY | — |
| Devon A Gaines | MANAGING PARTNER, DIRECTOR, PRESIDENT | — |
| Devon A. Gaines | MANAGING PARTNER, DIRECTOR, PRESIDENT | — |
| Tiffany Michelle Setzke Forste | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (541) 330-0266 |