Marcene Piper Skillen-Robison
Investment Adviser Representative at Capstone Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marcene Piper Skillen-Robison is an investment adviser representative with Capstone Wealth in Billings, MT, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Montana.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Montana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hysham Public SchoolsAug 2013 – May 2017Hysham, MT
- MSU Billings (Center FOR Engagement)May 2017 – Dec 2018Billings, MT
- MSU BillingsSep 2017 – May 2019Billings, MT
- Yellowstone FitnessJun 2018 – Aug 2019Billings, MT
- MSU BozemanAug 2019 – May 2021Bozeman, MT
- MSU Billings (Center FOR Engagement)May 2021 – Dec 2021Billings, MT
- Century 21 HometownDec 2021 – Oct 2024Billings, MT
- Headframe SpiritsNov 2023 – Nov 2024Butte, MT
- Billings ClinicJan 2025 – Feb 2025Billings, MT
- Reciprocity IndustriesFeb 2025 – Apr 2025Billings, MT
- Capstone Wealth Management, IncMay 2025 – no end date reportedBillings, MT
- N/aNov 2024 – Dec 2024Billings, MT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capstone Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management encompassing investment consulting, advanced planning, and relationship management; business exit strategy consulting; financial planning; investment advice; and fiduciary advisory services. Consulting services are also available on a subscription basis for financial transitions such as selling a business.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Billings, MT
- Founded:
- 2003
- SEC file number:
- 801-132460
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Capstone Wealth
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marcene Piper Skillen-Robison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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