Marcene Piper Skillen-robison
Investment adviser representative at Capstone Wealth
12 yearsExperience
1 stateRegistered in
$354.3MFirm assets
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
12 years in the industry.
- Capstone WealthJun 2026 to now
- Capstone Wealth Management, IncMay 2025 to now
- Reciprocity IndustriesFeb 2025 to Apr 2025
- Billings ClinicJan 2025 to Feb 2025
- N/aNov 2024 to Dec 2024
- Headframe SpiritsNov 2023 to Nov 2024
- Century 21 HometownDec 2021 to Oct 2024
- Msu Billings (center for Engagement)May 2021 to Dec 2021
- Msu BozemanAug 2019 to May 2021
- Yellowstone FitnessJun 2018 to Aug 2019
- Msu BillingsSep 2017 to May 2019
- Msu Billings (center for Engagement)May 2017 to Dec 2018
- Hysham Public SchoolsAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MT).
Capstone Wealth
Legal name: Capstone Wealth Management, Inc.
$354.3MAssets managed
169Clients
6Advisers
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
- 8247447
- Firm CRD
- 130128