Cornerstone Wealth Advisors, LLC

Cornerstone Wealth Advisors, LLC (CRD# 124276) is a financial advisory firm headquartered in Overland Park, KS. They manage $117,824,975 in 419 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $281,205
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 - 3 of 3 top financial advisors.
1
Brian R. Brush
CRD#: 3176765
6420 West 95th Street, Ste 202, Overland Park, KS 66212
96
Wealthminder
score

Brian Brush (CRD# 3176765) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, LLC in Overland Park, KS and has over 19 years of experience in the finance industry. Brian Brush 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.

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.

3
Sarah C. Rasmuss
CRD#: 4802505
6420 West 95th Street, Ste 202, Overland Park, KS 66212
93
Wealthminder
score

Sarah Rasmuss (CRD# 4802505) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

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