Cornerstone Retirement Services, Inc.

Cornerstone Retirement Services, Inc. (CRD# 157861) is a financial advisory firm headquartered in Reno, NV. They manage $55,000,000 in 527 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $104,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, NV, TX

Financial Advisors at Cornerstone Retirement Services, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Christopher K. Abts
CRD#: 5245824
9628 Prototype Court, Reno, NV 89521
93
Wealthminder
score

Christopher Abts (CRD# 5245824) is an Investment Advisor Representative working at Cornerstone Retirement Services, Inc. in Reno, NV and has over 10 years of experience in the finance industry.

2
Trinidad J. Guillen
CRD#: 2437089
9628 Prototype Court, Reno, NV 89521
93
Wealthminder
score

Trinidad Guillen (CRD# 2437089) is an Investment Advisor Representative working at Cornerstone Retirement Services, Inc. in Reno, NV and has over 10 years of experience in the finance industry.

3
Lesley A. Pastell
CRD#: 6604754
9628 Prototype Court, Reno, NV 89521
90
Wealthminder
score

Lesley Pastell (CRD# 6604754) is an Investment Advisor Representative working at Cornerstone Retirement Services, Inc. in Reno, NV and has 1 year of experience in the finance industry.

4
Curtis V. Slothower
CRD#: 4648852
9628 Prototype Court, Reno, NV 89521
90
Wealthminder
score

Curtis Slothower (CRD# 4648852) is an Investment Advisor Representative working at Cornerstone Retirement Services, Inc. in Reno, NV and has over 4 years of experience in the finance industry.

5
Jeffrey R. Martin
CRD#: 6157324
9628 Prototype Court, Reno, NV 89521
89
Wealthminder
score

Jeffrey Martin (CRD# 6157324) is an Investment Advisor Representative working at Cornerstone Retirement Services, Inc. in Reno, NV and has over 3 years of experience in the finance industry.

6
Patrick J. Riggs
CRD#: 6606249
9628 Prototype Court, Reno, NV 89521
87
Wealthminder
score

Patrick Riggs (CRD# 6606249) is an Investment Advisor Representative working at Cornerstone Retirement Services, Inc. in Reno, NV and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.