Capstone Wealth Advisors,inc.

Capstone Wealth Advisors,inc. (CRD# 122357) is a financial advisory firm headquartered in Indianapolis, IN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

IN

Financial Advisors at Capstone Wealth Advisors,inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ronald J. Rich
CRD#: 1681357
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250
96
Wealthminder
score

Ronald Rich (CRD# 1681357) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has over 29 years of experience in the finance industry. Ronald Rich 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.

2
Ryan W. Veldhuizen
CRD#: 5316123
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250
96
Wealthminder
score

Ryan Veldhuizen (CRD# 5316123) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has over 9 years of experience in the finance industry. Ryan Veldhuizen 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.

3
Thomas M. Steinmetz
CRD#: 4572353
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250
90
Wealthminder
score

Thomas Steinmetz (CRD# 4572353) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has 1 year of experience in the finance industry. Thomas Steinmetz 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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