Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC (CRD# 164666) is a financial advisory firm headquartered in Saint Peters, MO. They manage $3,119,640,218 in 17,400 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management3,120MILLION
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Total Number of Accounts17,400ACCOUNTS
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Average Account Value$179,290
- 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
Taysha Patterson (CRD# 2598079) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Fishersville, VA and has over 21 years of experience in the finance industry.
John Perry (CRD# 2895381) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Effingham, IL and has over 26 years of experience in the finance industry.
Simon Pockrus (CRD# 5650859) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Springdale, AR and has over 14 years of experience in the finance industry.
Marshall Rains (CRD# 5726462) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 14 years of experience in the finance industry.
Jeremiah Rodriguez (CRD# 5404682) 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.
Matthew Rufkahr (CRD# 4375742) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Washington, MO and has over 21 years of experience in the finance industry.
Matthew Schellman (CRD# 4334359) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 23 years of experience in the finance industry.
James Schmidt (CRD# 6324047) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Mchenry, IL and has over 9 years of experience in the finance industry.
James Schmidt (CRD# 1674426) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Mchenry, IL and has over 36 years of experience in the finance industry.
Gregory Shoemaker (CRD# 2525779) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 29 years of experience in the finance industry.