Loren Thomas Gard
Managing Partner, Principal, Director, SecretaryCapstone Wealth Management Group, Inc.CRD 3201086
About Loren Thomas Gard
Loren Thomas Gard is listed as Managing Partner, Principal, Director, Secretary at Capstone Wealth Management Group, Inc. in Bend, OR. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Capstone Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Loren Thomas Gard work?
Loren Thomas Gard is listed as Managing Partner, Principal, Director, Secretary at Capstone Wealth Management Group, Inc. on SEC Form ADV.
How much of Capstone Wealth Management Group, Inc. does Loren Thomas Gard own?
Form ADV reports a beneficial ownership band of 25-50%.
Capstone Wealth Management Group, Inc.
| Title | Managing Partner, Principal, Director, Secretary |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |