Robert
Schultz
Capstone Wealth Management Group, LLC
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About this Advisor
Robert Schultz is a financial advisor working in Clarks Summit, Pennsylvania who has 7 years of industry experience. Schultz is on the advisory team at Capstone Wealth Management Group, LLC. Over the course of their career, they have held roles at Lpl Financial, Ameriprise Financial Services Inc, Capstone Wealth Management Group, LLC and Lpl Financial, LLC. Schultz maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Capstone Wealth Management Group, LLC is a financial advisory company that has its headquarters in Clarks Summit, PA. It handles $213 million in total assets among its 1,088 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,088 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in investable assets. Capstone Wealth Management Group, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules depend on the type of financial services. Fees charged by Capstone Wealth Management Group, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Wealth Management Group, LLC Brokerage Details
$213,250,663
5
1,088
$196,002
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Schultz Work History
Robert has been registered as a financial advisor for 7 years.*
Capstone Wealth Management Group, LLC
Lpl Financial, LLC
Ameriprise Financial Services Inc
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Schultz 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
Clarks Summit, PA
Fort Mill, SC
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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