Timothy Marcinek, financial advisor Westlake OH
100 score

Timothy Marcinek

CRD Number: 5905733
Current 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Dagco Inc D/b/a Cornerstone Wealth Management Westlake, OH Mar 2014 - Current 2
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
Contact Info for Timothy P. Marcinek
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $306,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, OH, TX

Firm Disclaimer:

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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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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