Christopher Dean Kline
Investment adviser representative at Capstone Wealth Management Corp.
13 yearsExperience
1 stateRegistered in
$109.4MFirm assets
5 yearsFirm in business
Are you Christopher Dean Kline? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Capstone Wealth Management Corp.Apr 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Capstone Wealth Management Corp.
$109.4MAssets managed
288Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2597293
- Firm CRD
- 165359