Chris Kline
CRD Number: 2597293Current Firm: Capstone Wealth Management Corp.
Compensation Model: Fee Only
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.
CRD# 5383309
Truist Advisory Services, Inc.
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Lpl Financial LLC
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J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capstone Wealth Management Corp | Baraboo, WI | Apr 2013 - Current | 10 |
Capstone Capital Management | Praire Du Sac, WI | Jun 2000 - Jun 2015 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1995 |
S65 | NASAA Investment Advisors Law Examination | May 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management91MILLIONS
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Total Number of Accounts329ACCOUNTS
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Average Account Value$275,855
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
FL, NC, WI
Capstone Wealth Management Corp. is a state registered investment advisor, registered in the states of WI and FL.
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