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.

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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
  • Total Number of Accounts
  • Average Account Value
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.


Firm Disclaimer:

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

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Data verified by both the advisor and the public regulatory data.

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