Cornerstone Securities LLC

Cornerstone Securities LLC (CRD# 140379) is a financial advisory firm headquartered in Overland Park, KS. They manage $38,200,000 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
    38
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $127,333
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, NC

Financial Advisors at Cornerstone Securities LLC
Showing 1 - 6 of 6 top financial advisors.
1
John B. Fitch
CRD#: 4650298
6901 Shawnee Mission Pkwy, Suite 200, Overland Park, KS 66202
93
Wealthminder
score

John Fitch (CRD# 4650298) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

2
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 24 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
Brian L. Taylor
CRD#: 4337776
6710 W 121st St, Overland Park, KS 66209
93
Wealthminder
score

Brian Taylor (CRD# 4337776) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has over 12 years of experience in the finance industry.

5
Madison Parker
CRD#: 6896868
9200 Indian Creek Parkway, Suite 180, Overland Park, KS 66210
90
Wealthminder
score

Madison Parker (CRD# 6896868) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has 1 year of experience in the finance industry. Madison Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
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 12 years of experience in the finance industry.

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