Alison Hadzic (CRD# 6428809) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Chesterfield, MO and has over 4 years of experience in the finance industry. Alison Hadzic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Management, LLC | Chesterfield, MO | Nov 2019 - Current | 4 |
| Lpl Financial, LLC | Chesterfield, MO | Aug 2019 - Current | 4 |
| Cornerstone Wealth Management LLC | Chesterfield, MO | Mar 2017 - Nov 2019 | 2 |
| Four Seasons Wealth Management | St. Louis, MO | Dec 2014 - Mar 2017 | 2 |
| Unemployed | Wildwood, MO | Jun 2014 - Dec 2014 | < 1 |
| Us Dept Of Defense Schools (dodea) | Camp Lejeune, NC | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- MO
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Total Assets Under Management3,295MILLIONS
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Total Number of Accounts16,986ACCOUNTS
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Average Account Value$193,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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