Christopher Kline has been an investment adviser representative at Capstone Wealth Management since April 2013, and is not listed among the firm’s executive officers or direct owners.
Capstone Wealth Management Corp. is a Lakeland, FL firm with $109M under management, 288 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Chris Kline is Senior Advisor & Portfolio Manager of Capstone Wealth Management. He works with investors at every life stage, from young professionals just getting started to retirees in their 80s. He uses rules-based strategies and focuses on risk management.
Christopher Kline’s longest registration is the current one, 13 years at Capstone Wealth Management since 2013. Before joining Capstone Wealth Management in 2013, Christopher Kline was registered through Cornerstone Securities LLC and Brookstone Investment Advisory Services.
- – present · 13 yearsBaraboo, WI · Adviser representative · Firm CRD 165359
- Cornerstone Securities LLC– · under a yearPraire Du Sac, WI · Adviser representative · Firm CRD 140379
- Brookstone Investment Advisory Services– · 5 yearsPraire Du Sac, WI · Adviser representative · Firm CRD 13366
- Gunnallen Financial, Inc– · under a yearSpringhille, FL · Adviser representative · Firm CRD 17609
Investment adviser representative registrations
Christopher Kline is registered as an investment adviser representative in Wisconsin, since April 2013.
- WisconsinSince 16 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 August 1995 |
| Series 7 | General Securities Representative Examination | 28 March 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Dean Kline
- CRD
- 2597293
- Firm
- Capstone Wealth Management · CRD 165359
- Office
- Baraboo, WI
- Registration
- Investment adviser registration
- In the industry since
- January 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- careformywealth.com
Where does Christopher Kline work?
Christopher Kline is an investment adviser representative registered through Capstone Wealth Management Corp. since April 2013, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Kline a financial advisor?
Yes. Christopher Kline has a current investment-adviser registration in Wisconsin, through Capstone Wealth Management since April 2013.
How many years of experience does Christopher Kline have?
Christopher Kline has 30 years in the financial industry, since January 1996, across 4 adviser firms.
What exams has Christopher Kline passed?
Christopher Kline has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1995.
Where did Christopher Kline work before Capstone Wealth Management?
Before Capstone Wealth Management, Christopher Kline was registered through Cornerstone Securities LLC, May 2012 to June 2012; Brookstone Investment Advisory Services, January 2007 to June 2012; Gunnallen Financial, Inc, November 2002 to April 2003.
Where is Christopher Kline based?
Christopher Kline’s registered office is in Baraboo, WI.
Is Christopher Kline registered with FINRA?
No. Christopher Kline has no current broker registration.
How can I verify Christopher Kline’s record?
Search CRD 2597293 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Kline’s full registration record.
