Cornerstone Investment Advisors, LLC

Cornerstone Investment Advisors, LLC (CRD# 138509) is a financial advisory firm headquartered in Baxter, MN. They manage $104,500,000 in 845 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    845
    ACCOUNTS
  • Average Account Value
    $123,669
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
  • Selection of other advisers (including private fund managers)
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.

AZ, FL, MN

Financial Advisors at Cornerstone Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David L. Hartmann
CRD#: 2334329
14275 Golf Course Dr., Suite 140, Baxter, MN 56425
93
Wealthminder
score

David Hartmann (CRD# 2334329) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Baxter, MN and has over 23 years of experience in the finance industry.

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