CoverProfile

Loren Gard

Investment Advisor Representative

Capstone Wealth Management Group

United States, Oregon, Bend

Profile Information

Investment Advisor Representative

Capstone Wealth Management Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bend

Oregon

United States

Sep 4, 2025

Work Experience

Capstone Wealth Management Group

Investment Advisor Representative Present
Email: loren@capstonewmg.com

More profiles to browse

AL
Amy Loomis
Administration and Client Service Manager
MC
Mike Conrads
Owner and Principal
KS
Kevin Serrapede
Investment Advisor Representative, Chief Compliance Officer

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation