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Mckenzie Rae Kupchik

CAPSTONE WEALTH MANAGEMENT GROUP, LLC·CLARKS GREEN, Pennsylvania
Clean recordCAPSTONE WEALTH MANAGEMENT GROUP, LLC
285 EAST GROVE STREET, CLARKS GREEN, PA 18411CRD# 5801063Firm CRD# 284547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mckenzie Rae Kupchik · CLARKS GREEN, PA
Registration
CRD #5801063 · CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mckenzie Rae Kupchik is a registered financial advisor based in CLARKS GREEN, Pennsylvania, affiliated with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
AUM
$249M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5801063
Firm CRD# 284547
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mckenzie Rae Kupchik offer?
Mckenzie Rae Kupchik specializes in Financial Planning, Investment Management. Contact their office in CLARKS GREEN, Pennsylvania for a consultation.
What are Mckenzie Rae Kupchik's credentials?
Mckenzie Rae Kupchik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mckenzie Rae Kupchik located?
Mckenzie Rae Kupchik is based in CLARKS GREEN, Pennsylvania, working with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the CLARKS GREEN metropolitan area and surrounding communities.
How does Mckenzie Rae Kupchik charge for services?
Mckenzie Rae Kupchik'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 GROUP, LLC?
CAPSTONE WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Bryan Adam Kupchik
DUNMORE, PA
Richard James Condeelis
DUNMORE, PA
Robert Glenn Schultz
CLARKS GREEN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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