Cornerstone Wealth Advisors, LLC

Cornerstone Wealth Advisors, LLC (CRD# 124276) is a financial advisory firm headquartered in Overland Park, KS. They manage $107,750,685 in 370 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $291,218
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
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.

KS, MO, TX

Financial Advisors at Cornerstone Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian R. Brush
CRD#: 3176765
6420 West 95th Street, Ste 202, Overland Park, KS 66212
93
Wealthminder
score

Brian Brush (CRD# 3176765) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, LLC in Overland Park, KS and has over 18 years of experience in the finance industry.

2
David L. Imhoff
CRD#: 4531099
6420 West 95th Street, Suite 202, Overland Park, KS 66212
93
Wealthminder
score

David Imhoff (CRD# 4531099) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, LLC in Overland Park, KS and has over 15 years 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.