Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC (CRD# 164666) is a financial advisory firm headquartered in Saint Peters, MO. They manage $3,295,074,554 in 16,986 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management3,295MILLION
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Total Number of Accounts16,986ACCOUNTS
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Average Account Value$193,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
Joseph Keifer (CRD# 1964546) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 27 years of experience in the finance industry.
Chad Klassen (CRD# 3040364) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Mountain Lake, MN and has over 16 years of experience in the finance industry.
David La Rue (CRD# 5746583) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Atascadero, CA and has over 14 years of experience in the finance industry.
Robert Lo (CRD# 5260679) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Bellevue, WA and has over 15 years of experience in the finance industry.
Andrew Lohmeyer (CRD# 5400598) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 16 years of experience in the finance industry.
Thomas Loper (CRD# 5199516) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 17 years of experience in the finance industry.
Dean Millonas (CRD# 2490696) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 29 years of experience in the finance industry.
Mark Minton (CRD# 4735175) 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.
Nathan Morse (CRD# 5537893) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Osage Beach, MO and has over 15 years of experience in the finance industry.
Carlisle Mott (CRD# 5295835) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Leonard, TX and has over 16 years of experience in the finance industry.