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 11 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 11 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 5 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 4 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.