Chris Kline, financial advisor Lakeland FL

Chris Kline

CRD Number: 2597293
Current 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.

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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
Disclosure Information

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.

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Contact Info for Chris Kline
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • 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

Firm Disclaimer:

Capstone Wealth Management Corp. is a state registered investment advisor, registered in the states of WI and FL.

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