Stephen M. Juetten

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CRD#: 4492848

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Matthew Juetten, CFP®, who also goes by Stephen M Juetten, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 2002. Stephen had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Stephen M Juetten

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Secretary/Treasurer of Find The Good, LLC, a marketing and education company owned by my wife. I provide back-office and administrative support primarily around accounting and tax reporting. 2. Advisor Exit Guide; Founder; Investment Related: No; Location: 1050 Larrabee Ave., Suite 104, PMB 436 Bellingham WA 98225 United States: Business consulting; Duties: Owner business management responsibilities; 2022-09-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 10;

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Past

August 31, 2022 - August 19, 2025

CAPSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 287670

SALEM, OR

Past

June 1, 2020 - August 19, 2025

CGN ADVISORS, LLC

RIA

CRD#: 159359

Bellingham, WA

Past

April 18, 2005 - September 1, 2020

JUETTEN PERSONAL FINANCIAL PLANNING, LLC

RIA

CRD#: 118564

BELLEVUE, WA

Past

January 10, 2002 - November 7, 2003

JUETTEN PERSONAL FINANCIAL PLANNING, LLC

RIA

CRD#: 118564

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE ADVISORS ALLIANCE | CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE ADVISORS ALLIANCE, LLC

CRD#: 287670 / SEC#: 801-110036

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/8/2001

Uniform Investment Adviser Law Examination

Current Firm

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE ADVISORS ALLIANCE | CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE ADVISORS ALLIANCE, LLC

CRD#: 287670 / SEC#: 801-110036

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

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Contact information

Main Address

388 State Street, Suite 700, Salem, OR 97301

Mailing Address

Phone number

(503) 967-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 230,420,266

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen M. Juetten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPSTONE WEALTH ADVISORS, LLC

CGN ADVISORS, LLC

JUETTEN PERSONAL FINANCIAL PLANNING, LLC

JUETTEN PERSONAL FINANCIAL PLANNING, LLC

Primary Firm SEC Registration

CAPSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2001

Current Firm

CAPSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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