Capstone Wealth Management

Capstone Wealth Management (CRD# 130128) is a financial advisory firm headquartered in Billings, MT. They serve the financial needs of clients across 2 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
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.

MT, TX

Financial Advisors at Capstone Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Deborah J. Oswald
CRD#: 3039635
1500 Poly Drive, #107, Billings, MT 59102
93
Wealthminder
score

Deborah Oswald (CRD# 3039635) is an Investment Advisor Representative working at Capstone Wealth Management in Billings, MT and has over 18 years of experience in the finance industry.

2
Mark D. Thomas
CRD#: 1647158
1500 Poly Drive, Suite 107, Billings, MT 59102
93
Wealthminder
score

Mark Thomas (CRD# 1647158) is an Investment Advisor Representative working at Capstone Wealth Management in Billings, MT and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.