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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Dean Millonas (CRD# 2490696) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 29 years of experience in the finance industry.
Mark Minton (CRD# 4735175) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 19 years of experience in the finance industry.
James Reding (CRD# 2701363) is an Investment Advisor Representative working at Creative Planning in Des Peres, MO and has over 28 years of experience in the finance industry.
Mary Sales (CRD# 5175347) is an Investment Advisor Representative working at Edward Jones in Des Peres, MO and has over 17 years of experience in the finance industry.
Matthew Schellman (CRD# 4334359) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 23 years of experience in the finance industry.
Caleb Stear (CRD# 5512907) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Des Peres, MO and has over 15 years of experience in the finance industry.
Christopher Swenson (CRD# 2794756) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 27 years of experience in the finance industry. Christopher Swenson 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.
Benjamin Toben (CRD# 5530758) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 14 years of experience in the finance industry.
George Walker (CRD# 1013604) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 42 years of experience in the finance industry. George Walker 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.
Michael Walton (CRD# 4974796) is an Investment Advisor Representative working at Lpl Financial LLC in Des Peres, MO and has over 18 years of experience in the finance industry.