Joseph Serrapede (CRD# 7832203) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has 1 year of experience in the finance industry.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unemployed | Bend, OR | Aug 2023 - Current | < 1 |
| Ger-bear LLC | Bend, OR | Mar 2023 - Jul 2023 | < 1 |
| Bend Lapine School District | Bend, OR | Sep 2022 - Mar 2023 | < 1 |
| Ger-bear LLC | Bend, OR | Jan 2022 - Aug 2022 | < 1 |
| Unemployed | Bend, OR | Oct 2020 - Jan 2022 | 1 |
| United Parcel Service | Bend, OR | Sep 2016 - Oct 2020 | 4 |
| United Parcel Service | Bend, OR | Jan 2016 - Sep 2016 | < 1 |
| Tate & Tate | Redmond, OR | Jan 2016 - Aug 2016 | < 1 |
| United Parcel Service | Bend, OR | Nov 2015 - Dec 2015 | < 1 |
| Unemployed | Bend, OR | May 2015 - Nov 2015 | < 1 |
| Gizmobile | Tokyo, | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- CO
- NH
- NY
- OH
- OR
- TX
-
Total Assets Under Management205MILLIONS
-
Total Number of Accounts713ACCOUNTS
-
Average Account Value$286,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, NH, NY, OH, OR, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.