Capstone Financial Group
Finance · North Dakota, United States · 11-50 Employees
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Overview
Headquarters
210 Highway 2 W Ste 8, Devils Lake, Nort...Phone Number
(701) 544-0141Website
www.capstone-fg.comRevenue
$6.3 MillionIndustry
About Capstone Financial Group
Capstone Financial Group is a financial services firm with offices in North Dakota and Minnesota. The company provides financial advice and personalized wealth planning, specializing in retirement planning, estate planning strategies, wealth preservation, and brokerage services. It serves individual clients and business owners, offering specialized business services such as succession planning, business exit strategies, employee benefit plans, and buy-sell agreement funding. These investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, while insurance products are provided through nonbank insurance agency affiliates of Wells Fargo & Company.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Capstone Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Capstone Financial Group
$6.3M
11-50
Private
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JJ
Jeffrey JuelsonSenior Financial Advisor & Managing Director
Capstone Financial Group Tech Stack
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Capstone Financial Group is a financial services firm with offices in North Dakota and Minnesota. The company provides financial advice and personalized wealth planning, specializing in retirement planning, estate planning strategies, wealth preservation, and brokerage services. It serves individual clients and business owners, offering specialized... Read More
