Loren Thomas Gard
Investment adviser representative at Capstone Wealth Management Group, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$243MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Capstone Wealth Management Group, Inc.Oct 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Capstone Wealth Management Group, Inc.
$243MAssets managed
255Clients
5Advisers
Under 1 yearIn 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
- 3201086
- Firm CRD
- 340135