Tiffany Forste has been Chief Compliance Officer of Capstone Wealth Management Group since April 2026, is a control person of the firm and directly owns under 5% of it.
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.
Tiffany Forste’s longest registration was under a year at Capstone Wealth Management Group, LLC (2025–2026). Before joining Capstone Wealth Management Group in 2026, Tiffany Forste was registered through Capstone Wealth Management Group, LLC.
- – present · under a yearBend, OR · Adviser representative · Firm CRD 340135
- Capstone Wealth Management Group, LLC– · under a yearBend, OR · Adviser representative · Firm CRD 128097
Investment adviser representative registrations
Tiffany Forste is registered as an investment adviser representative in Oregon, since February 2026.
- OregonSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 July 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 June 2022 |
| SIE | Securities Industry Essentials Examination | 27 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tiffany Michelle Setzke Forste
- CRD
- 7523398
- Firm
- Capstone Wealth Management Group · CRD 340135
- Role
- Chief Compliance Officer
- Office
- 404 SW COLUMBIA STREET, SUITE 230, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Tiffany Forste work?
Tiffany Forste has been Chief Compliance Officer of Capstone Wealth Management Group, Inc. since April 2026, and is a control person of the firm.
Is Tiffany Forste a financial advisor?
Yes. Tiffany Forste has a current investment-adviser registration in Oregon, through Capstone Wealth Management Group since February 2026.
How many years of experience does Tiffany Forste have?
Tiffany Forste has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Tiffany Forste passed?
Tiffany Forste has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in May 2022.
Where is Tiffany Forste based?
Tiffany Forste’s registered office is in Bend, OR.
Is Tiffany Forste registered with FINRA?
No. Tiffany Forste has no current broker registration.
How can I verify Tiffany Forste’s record?
Search CRD 7523398 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiffany Forste’s full registration record.