Cornerstone Wealth Management, LLC

Cornerstone Wealth Management, LLC (CRD# 164666) is a financial advisory firm headquartered in Saint Peters, MO. They manage $1,394,640,886 in 8,766 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,395
    MILLION
  • Total Number of Accounts
    8,766
    ACCOUNTS
  • Average Account Value
    $159,097
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Cornerstone Wealth Management, LLC
Showing 1 - 10 of 91 top financial advisors.
1
Paul J. Rogers
CRD#: 4596706
13924 Coalfield Commons Place, Suite 101, Midlothian, VA 23114
101
Wealthminder
score

Paul Rogers (CRD# 4596706) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Midlothian, VA and has over 15 years of experience in the finance industry. Paul Rogers 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
Mark E. Beckrich
CRD#: 4925166
13358 Manchester Road Suite 200, Des Peres, MO 63131
100
Wealthminder
score
Mark Beckrich (CRD# 4925166) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 12 years of experience in the finance industry.
3
Benjamin L. Clark
CRD#: 5210787
3115 Roswell Rd, Suite 102, Marietta, GA 30062
96
Wealthminder
score

Benjamin Clark (CRD# 5210787) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Marietta, GA and has over 11 years of experience in the finance industry. Benjamin Clark 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.

4
Kelly L. Olczak
CRD#: 5039125
1160 Pittsford Victor Rd. #a, Pittsford, NY 14534
96
Wealthminder
score

Kelly Olczak (CRD# 5039125) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Pittsford, NY and has over 12 years of experience in the finance industry. Kelly Olczak 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.

5
John R. Perry
CRD#: 2895381
1007 W Jefferson Ave, Effingham, IL 62401
96
Wealthminder
score

John Perry (CRD# 2895381) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Effingham, IL and has over 20 years of experience in the finance industry. John Perry 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
Jason T. Stanfield
CRD#: 4314919
2793 Skyline Court, Suite D, Grand Junction, CO 81506
96
Wealthminder
score

Jason Stanfield (CRD# 4314919) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Grand Junction, CO and has over 8 years of experience in the finance industry.

7
Erik E. Thompson
CRD#: 5272154
304 South Main Street, Madison, GA 30650
96
Wealthminder
score

Erik Thompson (CRD# 5272154) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Madison, GA and has over 11 years of experience in the finance industry. Erik Thompson 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.

8
George W. Walker
CRD#: 1013604
13358 Manchester Rd, Suite 200, Des Peres, MO 63131
96
Wealthminder
score

George Walker (CRD# 1013604) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 36 years of experience in the finance industry. George Walker 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.

9
John H. Wehmer
CRD#: 5354313
7417 Mexico Road, Suite 104, Saint Peters, MO 63376
96
Wealthminder
score

John Wehmer (CRD# 5354313) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 10 years of experience in the finance industry. John Wehmer 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.

10
Eric X. Anderhub
CRD#: 3025049
13358 Manchester Rd, Ste 200, Des Peres, MO 63131
93
Wealthminder
score

Eric Anderhub (CRD# 3025049) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 19 years of experience in the finance industry.

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