Joseph Messinger has been Chief Executive Officer & Member of Capstone Wealth Partners since November 2009, is a control person of the firm and directly owns between 50% and 75% of it. Joseph Messinger holds a B.S. from Penn State.
Capstone Wealth Partners, LTD. is a Dublin, OH firm with $115M under management, 157 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Joe Messinger is Co-founder & Director of College Planning at Capstone Wealth Partners. He has 20+ years of financial services experience. He created the College Pre Approval™ process, which helps students find schools that will give them the most free money, and regularly provides continuing education for Certified Financial Planners through the Financial Planning Association, XY Planning Network and NAPFA.
Joseph Messinger’s longest registration is the current one, 16 years at Capstone Wealth Partners since 2010. Before joining Capstone Wealth Partners in 2010, Joseph Messinger was registered through Eagle Strategies LLC and Key Investment Services LLC.
- Capstone Wealth PartnersCurrent– present · 16 yearsSarasota, FL · Adviser representative · Firm CRD 152524
- Eagle Strategies LLC– · under a yearDublin, OH · Adviser representative · Firm CRD 110826
- Key Investment Services LLC– · under a yearColumbus, OH · Adviser representative · Firm CRD 136300
- Axa Advisors, LLC– · 2 yearsColumbus, OH · Adviser representative · Firm CRD 6627
Professional designations
Listed by Capstone Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Certified College Financial Consultant (CCFC)
Investment adviser representative registrations
Joseph Messinger is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is Texas, in October 2021.
- FloridaSince 23 August 2021
- TexasSince 8 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 25 September 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 August 2002 |
| Series 7 | General Securities Representative Examination | 17 July 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 October 2001 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Scott Messinger
- CRD
- 4459743
- Firm
- Capstone Wealth Partners · CRD 152524
- Role
- Chief Executive Officer & Member
- Office
- Sarasota, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstonewealthpartners.com
Where does Joseph Messinger work?
Joseph Messinger has been Chief Executive Officer & Member of Capstone Wealth Partners, LTD. since November 2009, and is a control person of the firm.
Is Joseph Messinger a financial advisor?
Yes. Joseph Messinger has a current investment-adviser registration in Florida and Texas, through Capstone Wealth Partners since January 2010.
How many years of experience does Joseph Messinger have?
Joseph Messinger has 20 years in the financial industry, since February 2006, across 4 adviser firms.
What exams has Joseph Messinger passed?
Joseph Messinger has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in October 2001.
Where did Joseph Messinger work before Capstone Wealth Partners?
Before Capstone Wealth Partners, Joseph Messinger was registered through Eagle Strategies LLC, June 2009 to December 2009; Key Investment Services LLC, August 2006 to March 2007; Axa Advisors, LLC, October 2003 to August 2006.
Where is Joseph Messinger based?
Joseph Messinger’s registered office is in Sarasota, FL.
Is Joseph Messinger registered with FINRA?
No. Joseph Messinger has no current broker registration.
Is Joseph Messinger a CFP?
Capstone Wealth Partners lists Joseph Messinger with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Joe Messinger, CFP®, ChFC®, CLU®, CCFC® biography, capstonewealthpartners.com
How can I verify Joseph Messinger’s record?
Search CRD 4459743 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Messinger’s full registration record.
