Capstone Wealth

Capstone Wealth (CRD# 130128) is a financial advisory firm headquartered in Billings, MT. They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1731 Poly Drive, Billings, MT 59102
https://www.linkedin.com/in/kerrie-kern-a69a0358/
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
The map below shows states where this firm has explicit registration only.

LA, MT, TX, WY

Financial Advisors at Capstone Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Mark Thomas, financial advisor Billings MT
Mark D. Thomas
CRD#: 1647158
1500 Poly Drive, Suite 107, Billings, MT 59102

Mark Thomas (CRD# 1647158) is an Investment Advisor Representative working at Capstone Wealth in Billings, MT and has over 37 years of experience in the finance industry.

2
Thomas Webber, financial advisor Billings MT
Thomas M. Webber
CRD#: 5863004
1500 Poly Drive, Suite 107, Billings, MT 59102

Thomas Webber (CRD# 5863004) is an Investment Advisor Representative working at Capstone Wealth in Billings, MT and has over 13 years of experience in the finance industry.

3
Nicole Chakos, financial advisor Billings MT
Nicole R. Chakos
CRD#: 7702029
1500 Poly, Suite 107, Billings, MT 59102

Nicole Chakos (CRD# 7702029) is an Investment Advisor Representative working at Capstone Wealth in Billings, MT and has 1 year of experience in the finance industry.

4
Austin Thomas, financial advisor Billings MT
Austin D. Thomas
CRD#: 6649981
1500 Poly, Suite 107, Billings, MT 59102

Austin Thomas (CRD# 6649981) is an Investment Advisor Representative working at Capstone Wealth in Billings, MT and has over 2 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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