Michael Welger, financial advisor Freehold NJ
84 score

Michael Welger

CRD Number: 1009784
Current Firm: Cornerstone Professional Advisor Services, LLC

Michael Welger (CRD# 1009784) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Freehold, NJ and has over 26 years of experience in the finance industry. Michael Welger 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.

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Professional Designations
Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 2
Sterne Agee Financial Services, Inc. Freehold, NJ Sep 2014 - Current 3
Wrp Investments Inc. Youngstown, OH Jan 2013 - Current 4
Innovative Financial Concepts, LLC Spring Lake Heights, NJ Nov 2006 - Current 11
International Health Cooperative New York, NY Jan 1990 - Current 27
Nfp Securities Spring Lake Heights, NJ Oct 2008 - Jan 2013 4
Security Mutual Life New York, NY Jan 1985 - Feb 2009 24
Cadaret, Grant & Company, Inc. West Caldwell, NJ Nov 2006 - Oct 2008 1
Stonebridge Capital Management West Cladwell, NJ Nov 2006 - Dec 2006 < 1
American Portfolios Financial Services, Inc. Spring Lake Heights, NJ May 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael S. Welger
Phone Number: 516-408-1160
Firm Website: http://www.cpasllc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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