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
Kassidy Joyner (CRD# 7366725) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Springdale, AR and has over 2 years of experience in the finance industry.
Gabrielle Keifer (CRD# 7131817) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has 1 year of experience in the finance industry.
Grant Keifer (CRD# 6648727) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 3 years of experience in the finance industry.
Connor Reece (CRD# 7704737) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Rogers, AR and has 1 year of experience in the finance industry.
Daniel Smith (CRD# 2684982) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 28 years of experience in the finance industry.
Blake Swenson (CRD# 7567683) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Washington, MO and has 1 year of experience in the finance industry.
Steven Tait (CRD# 7512516) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Springdale, AR and has 1 year of experience in the finance industry.
Charles Wray (CRD# 7050789) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Lake Saint Louis, MO and has over 3 years of experience in the finance industry.