Loren
Gard
Capstone Wealth Management Group, LLC
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About this Advisor
Loren Gard is a financial advisor based in Bend, Oregon, working with Capstone Wealth Management Group, LLC. Loren has previously held a position at Capstone Wealth Management Group, LLC. Loren has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Loren is part of Capstone Wealth Management Group, LLC, which operates out of Bend, Oregon. The firm has 4 employees and manages assets totaling $204.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Capstone Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capstone Wealth Management Group, LLC Brokerage Details
$204,552,225
4
713
$286,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Loren Gard Work History
Capstone Wealth Management Group, LLC
Disclosures
Please visit the SEC profile of Loren Gard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capstone Wealth Management Group, LLC
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
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