Cornerstone Wealth Management, LLC

Cornerstone Wealth Management, LLC (CRD# 164666) is a financial advisory firm headquartered in Saint Peters, MO. They manage $875,857,136 in 5,625 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    876
    MILLION
  • Total Number of Accounts
    5,625
    ACCOUNTS
  • Average Account Value
    $155,708
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)
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.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Cornerstone Wealth Management, LLC
Showing 1 - 10 of 67 top financial advisors.
1
Benjamin L. Clark
CRD#: 5210787
2265 Roswell Road, Suite 100, 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 10 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.

2
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 19 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.

3
Paul J. Rogers
CRD#: 4596706
13924 Coalfield Commons Place, Suite 101, Midlothian, VA 23114
96
Wealthminder
score

Paul Rogers (CRD# 4596706) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Midlothian, VA and has over 13 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.

4
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 9 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.

5
George W. Walker
CRD#: 1013604
8235 Forsyth Blvd, Suite 901, Clayton, MO 63105
96
Wealthminder
score

George Walker (CRD# 1013604) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Clayton, MO and has over 35 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.

6
Christopher S. Anderson
CRD#: 5500617
2701 South Bird Avenue, Joplin, MO 64804
93
Wealthminder
score

Christopher Anderson (CRD# 5500617) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Joplin, MO and has over 8 years of experience in the finance industry.

7
Donald P. Aulbert
CRD#: 4119911
7414 Mexico Road, Suite 104, Saint Peters, MO 63376
93
Wealthminder
score

Donald Aulbert (CRD# 4119911) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 16 years of experience in the finance industry.

8
Mark E. Beckrich
CRD#: 4925166
13354 Manchester Road, Des Peres, MO 63131
93
Wealthminder
score

Mark Beckrich (CRD# 4925166) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 11 years of experience in the finance industry.

9
Ronald L. Bell
CRD#: 1608624
13924 Coalfield Commons Place, Suite 101, Midlothian, VA 23114
93
Wealthminder
score

Ronald Bell (CRD# 1608624) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Midlothian, VA and has over 13 years of experience in the finance industry.

10
Christopher R. Clayton
CRD#: 5174580
101 W. Main Street, Waverly, TN 37185
93
Wealthminder
score

Christopher Clayton (CRD# 5174580) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Waverly, TN and has over 10 years of experience in the finance industry.

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