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).

By the Numbers
  • Total Assets Under Management
    3,120
    MILLION
  • Total Number of Accounts
    17,400
    ACCOUNTS
  • Average Account Value
    $179,290
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cornerstone Wealth Management, LLC
Showing 41 - 50 of 78 top financial advisors.
41
Taysha C. Patterson
CRD#: 2598079
30 Ladd Road, Fishersville, VA 22939

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.

42
John R. Perry
CRD#: 2895381
1007 W Jefferson Ave, Effingham, IL 62401

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.

43
Simon P. Pockrus
CRD#: 5650859
4700 S. Thompson St., Ste. C-105, Springdale, AR 72764

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.

44
Marshall R. Rains
CRD#: 5726462
7417 Mexico Road, Suite 104, Saint Peters, MO 63376

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.

45
Jeremiah R. Rodriguez
CRD#: 5404682
7417 Mexico Road, Suite 104, Saint Peters, MO 63376

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.

46
Matthew L. Rufkahr
CRD#: 4375742
1451 High St, Suite 215, Washington, MO 63090

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.

47
Matthew J. Schellman
CRD#: 4334359
13354 Manchester Rd Ste 100, Des Peres, MO 63131

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.

48
James R. Schmidt
CRD#: 6324047
3507 West Elm Street, Mchenry, IL 60050

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.

49
James A. Schmidt
CRD#: 1674426
3507 W. Elm Street, Mchenry, IL 60050

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.

50
Gregory A. Shoemaker
CRD#: 2525779
7417 Mexico Road, Suite 104, Saint Peters, MO 63376

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.

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