Timothy Marcinek
CRD Number: 5905733Current Firm: Cornerstone Wealth Management
Compensation Model: Fee Only
Timothy Marcinek (CRD# 5905733) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, Ohio. He has 20 years of experience in the financial services industry, including the past 13 years working in the wealth management field.
His expertise includes comprehensive financial planning, investment management, income tax planning and preparation, back office operations & workflows, technology planning, and client relationship management.
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
CRD# 6437652
Edward Jones
Score
98
CRD# 1320686
Michael Brady & Company, LLC
Score
87
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dagco Inc D/b/a Cornerstone Wealth Management | Westlake, OH | Mar 2014 - Current | 3 |
| Westshore Financial LLC | Westlake, OH | Mar 2013 - Mar 2014 | 1 |
| C2p Capital Advisory Group D/b/a Prosperity Capital Advisors | Westlake, OH | Mar 2011 - Mar 2014 | 3 |
| Hill Financial Group | Pepper Pike, OH | Mar 2008 - Dec 2010 | 2 |
| Cornerstone Capital Advisors | Uniontown, OH | May 2004 - Mar 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- OH
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts538ACCOUNTS
-
Average Account Value$306,104
- 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
CA, FL, NH, OH, TX
DISCLAIMER: THERE CAN BE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE.
Cornerstone Wealth Management (CWM) is a Security & Exchange Commission (SEC) registered investment adviser, doing business in Ohio. Information relating to securities is intended for use by individuals residing in states in which the investment advisor representative has received licensure or is otherwise exempt from filing status. This site does not constitute a complete description of our investment services and is for informational purposes only.
Nothing listed on this website should be construed as a solicitation, offer or recommendation, to acquire or dispose of any investment or to engage in any other transaction. We do not render or offer to render personalized investment advice or financial planning advice through our website. Advice can only be given after delivery of our Disclosure Document and execution of an investment advisory agreement by the client and CWM.
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