Loren Gard has been Managing Partner, Principal, Director, Secretary of Capstone Wealth Management Group since October 2025, is a control person of the firm and directly owns between 25% and 50% of it. Loren Gard holds a BA in Finance from Fort Lewis College.
Capstone Wealth Management Group, Inc. is a Bend, OR firm with $243M under management, 255 clients and 5 advisers across 2 offices, as of its July 2026 filing.
Loren Gard is an Investment Advisor Representative of Capstone Wealth Management Group. Gard has been an Investment Advisor Representative of Capstone since November 2006. Earlier, Gard was a Registered Representative at Royal Alliance, Inc. from March 1999 to November 2006 and at Pacific West Securities, Inc. from November 2006 to December 2009.
Loren Gard’s longest registration was 19 years at Capstone Wealth Management Group, LLC (2006–2026). Before joining Capstone Wealth Management Group in 2026, Loren Gard was registered through Capstone Wealth Management Group, LLC and Royal Alliance Associates, Inc.
- – present · under a yearBend, OR · Adviser representative · Firm CRD 340135
- Capstone Wealth Management Group, LLC– · 19 yearsBend, OR · Adviser representative · Firm CRD 128097
- Royal Alliance Associates, Inc.– · 4 yearsLake Oswego, OR · Adviser representative · Firm CRD 23131
Professional designations
Listed by Capstone Wealth Management Group
- CFP®
Investment adviser representative registrations
Loren Gard is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- OregonSince 27 February 2026
- TexasSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 2000 |
| Series 7 | General Securities Representative Examination | 21 January 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Loren Thomas Gard
- CRD
- 3201086
- Firm
- Capstone Wealth Management Group · CRD 340135
- Role
- Managing Partner, Principal, Director, Secretary
- Office
- 404 SW COLUMBIA STREET, SUITE 230, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstonewmg.com
Where does Loren Gard work?
Loren Gard has been Managing Partner, Principal, Director, Secretary of Capstone Wealth Management Group, Inc. since October 2025, and is a control person of the firm.
Is Loren Gard a financial advisor?
Yes. Loren Gard has a current investment-adviser registration in Oregon and Texas, through Capstone Wealth Management Group since February 2026.
How many years of experience does Loren Gard have?
Loren Gard has 24 years in the financial industry, since May 2002, across 3 adviser firms.
What exams has Loren Gard passed?
Loren Gard has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2000.
Where did Loren Gard work before Capstone Wealth Management Group?
Before Capstone Wealth Management Group, Loren Gard was registered through Royal Alliance Associates, Inc., May 2002 to November 2006.
Where is Loren Gard based?
Loren Gard’s registered office is in Bend, OR.
Is Loren Gard registered with FINRA?
No. Loren Gard has no current broker registration.
Is Loren Gard a CFP?
Capstone Wealth Management Group lists Loren Gard with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Loren Gard’s record?
Search CRD 3201086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Loren Gard’s full registration record.