Unclaimed Profile

Mark David Thomas

CAPSTONE WEALTH MANAGEMENT, INC.·BILLINGS, Montana

Series 6, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredCAPSTONE WEALTH MANAGEMENT, INC.

1500 POLY DRIVE, BILLINGS, MT 59102CRD# 1647158Firm CRD# 130128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark David Thomas · BILLINGS, MT

Registration

CRD #1647158 · CAPSTONE WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CAPSTONE WEALTH

Mar 2004 – present

EIDE BAILLY ADVISORS, LLC

Apr 2004 – Oct 2006

BILLINGS, MT

THE CONCORD EQUITY GROUP, LLC

Jan 2003 – Mar 2004

BILLINGS, MT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPSTONE WEALTH MANAGEMENT, INC.

CRD 130128 · SEC 801-67062

AUM

$54M

Regulatory assets under management

Employees

232 client accounts

Services offered by CAPSTONE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPSTONE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Mark David Thomas offer?

Mark David Thomas specializes in Financial Planning, Investment Management. Contact their office in BILLINGS, Montana for a consultation.

What are Mark David Thomas's credentials?

Mark David Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark David Thomas located?

Mark David Thomas is based in BILLINGS, Montana, working with CAPSTONE WEALTH MANAGEMENT, INC.. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.

How does Mark David Thomas charge for services?

Mark David Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE WEALTH MANAGEMENT, INC.?

CAPSTONE WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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