Robert
Schultz
Capstone Wealth Management Group, LLC
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About this Advisor
Robert Schultz is a financial advisor based in Clarks Summit, Pennsylvania, working with Capstone Wealth Management Group, LLC. Robert has previously held positions at Ameriprise Financial Services Inc, Capstone Wealth Management Group, LLC, and Lpl Financial, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Robert is part of Capstone Wealth Management Group, LLC, which operates out of Clarks Summit, Pennsylvania. The firm has 2 offices and 5 employees. The firm manages assets totaling $248.8 million and serves high-net-worth clients. The services offered by the firm include 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
$248,827,335
5
1,178
$211,229
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
Capstone Wealth Management Group, LLC
Lpl Financial, LLC
Ameriprise Financial Services Inc
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
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
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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