Capstone Wealth Management Group, Llc
Capstone Wealth Management Group LLC. Securities offered through LPL Financial, Member: FINRA SIPC Investment advice offered through Capstone Wealth Management Group LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Capstone Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
7
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
49
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- RS
Robert Schultz
Principal and Wealth Manager · Finance & Accounting
EmailPhone - TC
Theresa Chekan
Client Service Specialist · Customer/Client Service
EmailPhone - BK
Bryan Kupchik
Certified Financial Plannertmaccredited Portfolio Management Advisorsm, Co-founder and Chief Complian · Other
EmailPhone - RC
Richard Condeelis
Partner Owner Certified Financial Plannertm Investment Advisor Representative · Finance & Accounting
EmailPhone - MK
McKenzie Kupchik
Director of Marketing and Public Relations · Advertising & Marketing
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Capstone Wealth Management Group, Llc
6 distinct titles indexed · top 6 shown.
- 2investment advisor representative
- 1certified financial plannertmaccredited portfolio management advisorsm, co-founder and chief complian
- 1client service specialist
- 1director of marketing and public relations
- 1partner owner certified financial plannertm investment advisor representative
- 1principal and wealth manager
Sign up to unlock all 7 contacts at Capstone Wealth Management Group, Llc
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