Capstone Wealth Billings, United States
Capstone Wealth Billings, United States

Capstone Wealth Billings, United States Management Team

Contact top employees from Capstone Wealth Billings, United Stat...

Summary

Capstone Wealth Billings, United States is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Billings, Montana, USA. The Capstone Wealth Billings, United States annual revenue is estimated at < 1M. To connect with Capstone Wealth Billings, United States employee register on SignalHire.

Organization Website

capstoneretire.com

Social Links

linkedIn

Phone Number

406.325.1500

Industries

Headquarters Location

1500 Poly Drive, Suite 107, Billings, MT, 59102 US

Employees Size

1-10 employees

Specialties

Investment Management, Legacy Planning, Estate Planning, Insurance Planning, Educational Funding for Children and Grandchildren, Philanthropic Interests

SIC Code

6189

DMA Code

Billings Metropolitan Area

Founded

2002

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1993- 25 - 100 13.1M $0
1988- 1 - 25 2M $0

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Capstone Wealth Billings, United States shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years8% for 3–4 years17% for 5–7 years8% for 8–10 years42% have over 11 years of service at Capstone Wealth Billings, United States
Contact top employees from Capstone Wealth Billings, United Stat...
Kelly Murphy
Marketing and Event Coordinator
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Joette Larson
Client Relationship Manager
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Jeff Lovett
Financial Advisor
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Lauren Mansfield
Assistant Director
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Jonathan Stump
Equity Analyst
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CHRISTINE PAUL
LPL ADVISOR/CAPSTONE WEALTH MANAGME
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CHRISTINE PAUL
Partner - Financial Advisor -LPL Financial
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Thomas Webber CFP
Financial Advisor
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Stephanie McLeish
Operations Manager
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Nicole Chakos
Business Exit Strategist
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FAQ

Capstone Wealth Billings, United States operates in the Finance industries. More details can be found on the official website: capstoneretire.com.
The headquarters of Capstone Wealth Billings, United States are located in Billings, United States.
You can contact Capstone Wealth Billings, United States by phone at 406.325.1500.
Capstone Wealth Billings, United States currently employs 1-10 people.
Capstone Wealth Billings, United States's revenue is approximately < 1M.
Well-known competitors of Capstone Wealth Billings, United States include Forteris Wealth Management and Smith Partners Wealth Management.

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