Capstone Advisory Group LLC

Capstone Advisory Group LLC (CRD# 153443) is a financial advisory firm headquartered in Edina, MN. They manage $317,139,515 in 3,976 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    3,976
    ACCOUNTS
  • Average Account Value
    $79,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
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.

AZ, MN, TX, WI

Financial Advisors at Capstone Advisory Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael N. Lauer
CRD#: 4652847
7650 Edinborough Way, Suite 770, Edina, MN 55435
103
Wealthminder
score
Michael Lauer (CRD# 4652847) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Edina, MN and has over 10 years of experience in the finance industry. Michael Lauer 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Patrice M. Macgibbon
CRD#: 1215140
7650 Edinborough Way, Suite 770, Edina, MN 55435
93
Wealthminder
score

Patrice Macgibbon (CRD# 1215140) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Edina, MN and has over 33 years of experience in the finance industry.

3
David W. Briggs
CRD#: 5907930
7650 Edinborough Way, Suite 770, Edina, MN 55435
90
Wealthminder
score

David Briggs (CRD# 5907930) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Edina, MN and has over 6 years of experience in the finance industry.

4
Patrick J. Brown
CRD#: 6006964
7650 Edinborough Way, Suite 770, Edina, MN 55435
90
Wealthminder
score

Patrick Brown (CRD# 6006964) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Edina, MN and has over 5 years of experience in the finance industry.

5
Scott M. Siverhus
CRD#: 2091427
7650 Edinborough Way, Suite 770, Edina, MN 55435
73
Wealthminder
score

Scott Siverhus (CRD# 2091427) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Edina, MN and has over 27 years of experience in the finance industry.

6
Eric E. Wegner
CRD#: 2044977
2301 Sun Valley Drive, #301, Delafield, WI 53018
71
Wealthminder
score

Eric Wegner (CRD# 2044977) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Delafield, WI and has over 17 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.