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
Keylinks
More profiles to browse
MC
Mike Conrads
Owner and Principal
KS
Kevin Serrapede
Investment Advisor Representative, Chief Compliance Officer
AL
Amy Loomis
Administration and Client Service Manager
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners