Chris Kline, financial advisor Prairie Du Sac WI

Chris Kline

CRD Number: 2597293
Current Firm: Capstone Wealth Management Corp.
Compensation Model: Fee Only

Chris Kline is a Fee Only Investment Advisor Representative with Capstone Wealth Management Corp. in Prairie Du Sac, WI.  Chris has over 23 years of experience as a financial advisor.  Chris is also a Certified Retirement FInancial Advisor.

CONTACT
Similar Advisors
Kevin McKinley, financial advisor Prairie Du Sac WI
Kevin P. McKinley
CRD# 1177018
Mckinley Money, LLC
Similar Advisors
Alec Abbott, financial advisor Prairie Du Sac WI
Alec B. Abbott
CRD# 1414999
Baker Tilly Financial
Similar Advisors
Aaron Abel, financial advisor Prairie Du Sac WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Professional Designations
Company Name Location Dates Years
Capstone Wealth Management Corp Prairie Du Sac, WI Apr 2013 - Current 7
Capstone Capital Management Praire Du Sac, WI Jun 2000 - Jun 2015 15
Cornerstone Securities LLC Praire Du Sac, WI May 2012 - Jun 2012 < 1
Brookstone Securities, Inc. Praire Du Sac, WI Apr 2005 - Jun 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination May 2011
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chris Kline
Phone Number: (866) 596-9886
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $226,120
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WI

Firm Disclaimer:

Capstone Wealth Management Corp. is a state registered investment advisor, registered in the states of WI and FL.

Ready to hire a financial advisor? Get competitive proposals from Chris Kline and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.