Cornerstone Securities LLC

Cornerstone Securities LLC (CRD# 140379) is a financial advisory firm headquartered in Overland Park, KS. They manage $21,000,000 in 300 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $70,000
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.

IL, KS, MO, WV

Financial Advisors at Cornerstone Securities LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel S. Olson
CRD#: 2208972
Olathe, KS
93
Wealthminder
score

Daniel Olson (CRD# 2208972) is an Investment Advisor Representative working at Cornerstone Securities LLC in Olathe, KS and has over 22 years of experience in the finance industry.

2
Mark A. Squires
CRD#: 4627310
3600 S Noland Rd, Suite F, Independence, MO 64055
93
Wealthminder
score

Mark Squires (CRD# 4627310) is an Investment Advisor Representative working at Cornerstone Securities LLC in Independence, MO and has over 13 years of experience in the finance industry.

3
Bradley J. Kinder
CRD#: 4714532
2795 Robert C. Byrd Dr., Beckley, WV 25801
90
Wealthminder
score

Bradley Kinder (CRD# 4714532) is an Investment Advisor Representative working at Cornerstone Securities LLC in Beckley, WV and has over 2 years of experience in the finance industry.

4
Bart A. Spachek
CRD#: 5065019
6901 Shawnee Mission Pky, Suite 200, Overland Park, KS 66202
48
Wealthminder
score

Bart Spachek (CRD# 5065019) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

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