Chris KlineCRD 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.
Mckinley Money, LLC
Baker Tilly Financial
Ameriprise Financial Services, LLC
|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|
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
Total Assets Under Management72MILLIONS
Total Number of Accounts317ACCOUNTS
Average Account Value$226,120
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
Capstone Wealth Management Corp. is a state registered investment advisor, registered in the states of WI and FL.
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