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Douglas Cap, Cpfa® is listed as LPL Financial Advisor at Cornerstone Wealth Advisors at Cornerstone Wealth Advisors, a company with 12 employees, based in Omaha, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Douglas Cap, Cpfa®.
Douglas Cap, Cpfa® previously worked as Financial Advisor at Cornerstone Wealth Advisors and Financial Advisor at Waddell & Reed. Douglas Cap, Cpfa® holds Bachelor Of Science (B.S.), Banking And Finance from University Of Nebraska At Omaha.
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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)
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Omaha, Nebraska, United States
Securities 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.
Omaha, Nebraska
My 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.
Yutan, Nebraska
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Douglas Cap, Cpfa® works for Cornerstone Wealth Advisors.
Douglas Cap, Cpfa® is listed as LPL Financial Advisor at Cornerstone Wealth Advisors at Cornerstone Wealth Advisors.
Douglas Cap, Cpfa® is based in Omaha, Nebraska, United States while working with Cornerstone Wealth Advisors.
Douglas Cap, Cpfa® has worked for Cornerstone Wealth Advisors, Waddell & Reed, Plattehaven Investment Management, Llc, and Td Ameritrade.
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Douglas Cap, Cpfa® holds Bachelor Of Science (B.S.), Banking And Finance from University Of Nebraska At Omaha.
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