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
Timothy Ward (CRD# 3028276) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Chesterfield, MO and has over 25 years of experience in the finance industry.
Dean West (CRD# 1237469) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Harrisburg, IL and has over 32 years of experience in the finance industry.
Lori Wray (CRD# 1899311) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Lake Saint Louis, MO and has over 21 years of experience in the finance industry.
Louis Wray (CRD# 2051470) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Lake Saint Louis, MO and has over 16 years of experience in the finance industry.
Kevin Betts (CRD# 7442638) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 2 years of experience in the finance industry.
Jacob Bridwell (CRD# 7553683) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Washington, MO and has 1 year of experience in the finance industry.
Trevor Davis (CRD# 7253736) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 2 years of experience in the finance industry.
Leslie Garrison (CRD# 7021882) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 2 years of experience in the finance industry.
Alison Hadzic (CRD# 6428809) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Chesterfield, MO and has over 4 years of experience in the finance industry.
Rachel Hobbs (CRD# 6527012) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Joplin, MO and has 1 year of experience in the finance industry.