Cornerstone Advisors
Cornerstone Advisors (CRD# 114510) is a financial advisory firm headquartered in Topeka, KS. They manage $218,023,298 in 1,099 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management218MILLION
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Total Number of Accounts1,099ACCOUNTS
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Average Account Value$198,383
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, FL, KS, LA, MO, NE, TX
Financial Advisors at Cornerstone Advisors
1
Mark Bucholtz (CRD# 6281331) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 10 years of experience in the finance industry.
2
M. Ford (CRD# 4025484) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 23 years of experience in the finance industry.
3
Jeffrey Sorensen (CRD# 5880112) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 4 years of experience in the finance industry.
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