Loren
Gard

Capstone Wealth Management Group, LLC

CRD#3201086
Investment Advisor
in Bend, OR

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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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

404 Sw Columbia St. Suite 230
Bend, OR 97702-3453

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Capstone Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$204,552,225

OR Average: $1,120,203,312
Total Number of Employees

4

OR Average: 50
Total Number of Accounts

713

OR Average: 1,309
Average Account Size

$286,890

OR Average: $855,770

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

2006 - Present (19 years)

Capstone Wealth Management Group, LLC

Created with Highcharts 6.0.7

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

Joseph Serrapede
Bend, OR
Devon Gaines
Bend, OR
Loren Gard
Bend, OR
Ronald Stoner
Bend, OR
James Conrads
Bend, OR
Kevin Serrapede
Bend, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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