Kevin Serrapede, financial advisor Bend OR

Kevin Serrapede

CRD Number: 2074389
Current Firm: Capstone Wealth Management Group, LLC

Kevin Serrapede (CRD# 2074389) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 19 years of experience in the finance industry. Kevin Serrapede has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pacific West Securities, Inc. Renton, WA Sep 2005 - Current 18
Capstone Wealth Management, LLC Bend, OR May 2004 - Current 19
Old Mill Mortgage Bend, OR Aug 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Kevin J. Serrapede
Phone Number: 541-330-0266
Registered State(s):
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $663,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, NH, NY, OH, OR, TX

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