Capstone Wealth Management Corp.

Capstone Wealth Management Corp. (CRD# 165359) is a financial advisory firm headquartered in Lakeland, FL. They manage $90,756,453 in 329 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5120 S. Lakeland Drive, Suite 1, Lakeland, FL 33813
http://www.careformywealth.com
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $275,855
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
The map below shows states where this firm has explicit registration only.

FL, NC, WI

Financial Advisors at Capstone Wealth Management Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Chris Kline, financial advisor Lakeland FL
Chris Kline
CRD#: 2597293
5120 S. Lakeland Drive, Suite 1, Lakeland, FL 33813

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.

2
Allen Montgomery, financial advisor Lakeland FL
Allen R. Montgomery
CRD#: 1101356
5120 S. Lakeland Drive, Suite 1, Lakeland, FL 33813

Allen Montgomery (CRD# 1101356) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Lakeland, FL and has over 37 years of experience in the finance industry.

3
Jonathan Stump, financial advisor Lakeland FL
Jonathan T. Stump
CRD#: 5544464
5120 S. Lakeland Drive, Suite 1, Lakeland, FL 33813

Jonathan Stump (CRD# 5544464) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Lakeland, FL and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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