Douglas Cap, Cpfa® Email and Phone Number
Prior to co-founding Cornerstone Wealth Advisors, I served as a Financial Advisor with Waddell & Reed and an Investment Consultant with TD Ameritrade. I chose to bring my years of experience to my own practice with Cornerstone Wealth Advisors. I strive not only deliver a comprehensive financial plan focusing on my clients’ specific goals and concerns, but also take the time to inform and keep them involved throughout the process. I believe my attention to detail and connection with clients on a personal level create the foundation for continuity of care across multiple generations.My wife, Brandi, and I have one son, Kody. We reside just outside of Gretna, Nebraska where I coach my son’s travel baseball team and donate my time to local events and fundraisers.I graduated from the University of Nebraska-Omaha in 2001, with a BSBA in Banking and Finance.Securities and Investment Advisory Services offered through LPL Financial, Member FINRA (www.finra.org) and SIPC (www.sipc.org)
Cornerstone Wealth Advisors
View- Website:
- returnonlife.us
- Employees:
- 12
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Financial AdvisorCornerstone Wealth Advisors Jul 2021 - PresentOmaha, Nebraska, United StatesSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Cornerstone Wealth Advisors and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Financial AdvisorWaddell & Reed May 2015 - Jul 2021Omaha, NebraskaMy goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years. -
Founder, Chief Investment OfficerPlattehaven Investment Management, Llc Oct 2014 - Apr 2015Yutan, Nebraska
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Investment ConsultantTd Ameritrade Jul 2011 - Oct 2014 -
Client Development TeamTd Ameritrade May 2009 - Jun 2011 -
Investor ServicesTd Ameritrade Mar 2008 - May 2009
Douglas Cap, Cpfa® Education Details
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University Of Nebraska At OmahaBanking And Finance
Frequently Asked Questions about Douglas Cap, Cpfa®
What company does Douglas Cap, Cpfa® work for?
Douglas Cap, Cpfa® works for Cornerstone Wealth Advisors
What is Douglas Cap, Cpfa®'s role at the current company?
Douglas Cap, Cpfa®'s current role is LPL Financial Advisor at Cornerstone Wealth Advisors.
What schools did Douglas Cap, Cpfa® attend?
Douglas Cap, Cpfa® attended University Of Nebraska At Omaha.
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