Merrill
46yrs
Top advisor by experience in Billings
40yrs
Mark Thomas has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Billings, Montana. Mark has been with Capstone Wealth since 2004; before that, Mark spent three years at Eide Bailly Advisors and a year at The Concord Equity Group. Capstone Wealth offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 275 advisors with offices in Billings, and one of 268 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top advisor by experience at Capstone Wealth
Office1731 Poly Drive, Billings, MT 59102
FirmCapstone Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.99 million
Advisors at the firm6
States licensed ?2 states
Services through Capstone Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – 2006Eide Bailly Advisors, LLCPreviously
- 2004 – nowCapstone WealthCurrent firm
- Jan 2003 – Mar 2004The Concord Equity Group, LLCPreviously
Contact Mark
(406) 325-1500Capstone Wealth main office 1731 Poly DriveBillings, MT 59102Office · Get directions Firm websiteHTTP://WWW.CAPSTONERETIRE.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Capstone Wealth at (406) 325-1500 and ask for Mark Thomas. Mark works from the Billings, MT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1987, about 40 years. Top advisor by experience at Capstone Wealth.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Capstone Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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