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TF

Tiffany M. Forste

CAPSTONE WEALTH MANAGEMENT GROUP
BEND, OR 97702
Some features on this profile are disabled
CRD#: 7523398
TF
Tiffany Michelle Setzke ForsteCAPSTONE WEALTH MANAGEMENT GROUP

Professional summary

Tiffany Michelle Setzke Forste, who also goes by Tiffany Forste, Tiffany Michelle Setzke, is a registered financial advisor currently at CAPSTONE WEALTH MANAGEMENT GROUP, INC. located in Bend, Oregon.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tiffany has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Tiffany Forste | Tiffany Michelle Setzke

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. NA, Not Investment-related, 14300 Waterside Lane, Broomfield, CO, USA, 80023, 100% Owner, Start Date: 03/01/2018, 1 hrs per week, 5 trading hrs per week, Property Management , Duties: Rent a condo unit to a single family and perform basic property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Michelle Setzke Forste's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 27, 2026 - Present

CAPSTONE WEALTH MANAGEMENT GROUP, INC.

Office #1: 404 Sw Columbia Street Suite 230, Bend, OR 97702
RIA
CRD#: 340135
BEND, OR
Past

August 15, 2025 - July 28, 2026

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 128097
BEND, OR
Past

June 19, 2022 - January 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Boulder, CO

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".
CW
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CAPSTONE WEALTH MANAGEMENT GROUP, INC. | G & G ADVISORY GROUP, INC,

CRD#: 340135 / SEC#: 801-135432

RIA
Registered Investment Advisory firm - (2/27/2026 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(2/27/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 8/15/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 7/18/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 6TO
Status Unavailable
Passed: 6/18/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 5/27/2022
Securities Industry Essentials Examination

Current Firm

CW
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CAPSTONE WEALTH MANAGEMENT GROUP, INC. | G & G ADVISORY GROUP, INC,

CRD#: 340135 / SEC#: 801-135432

RIA
Registered Investment Advisory firm - (2/27/2026 Approved)
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Contact information

Main Address
404 Sw Columbia Street Suite 230, Bend, OR 97702
Mailing Address
Phone number
(541) 330-0266
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- CAPSTONE WEALTH MANAGEMENT GROUP, INC. (5/12/2026)

Regulatory assets under management

Total Number of Accounts605
AUM (Assets Under Management)$ 243,000,000

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.

Company Information

CAPSTONE WEALTH MANAGEMENT GROUP, INC.

CRD#: 340135Bend, OR 97702

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