Tiffany Michelle setzke Forste
Investment adviser representative at Capstone Wealth Management Group, Inc.
18 yearsExperience
1 stateRegistered in
$243MFirm assets
Under 1 yearFirm in business
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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
18 years in the industry.
- Capstone Wealth Management Group, Inc.Jan 2025 to now
- N/aMar 2018 to now
- Double Haul Wealth Management Group, LLCJan 2025 to Dec 2025
- Ryan SchaeferMar 2023 to Sep 2025
- Northwestern Mutual Investment Services LLCApr 2022 to Jan 2025
- Northwestern Mutual Life Insurance CompanyApr 2022 to Feb 2023
- UnemployedJan 2020 to Mar 2022
- St Julien Hotel and SpaFeb 2008 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7523398
- Firm CRD
- 340135