Cornerstone Wealth Strategies, Inc.

Cornerstone Wealth Strategies, Inc. (CRD# 297491) is a financial advisory firm headquartered in Kennewick, WA. They manage $556,288,446 in 1,812 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    1,812
    ACCOUNTS
  • Average Account Value
    $307,002
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, ID, OR, TX, UT, WA

Financial Advisors at Cornerstone Wealth Strategies, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kathryn A. Mulhausen
CRD#: 5977557
8905 W. Gage Blvd.,, Suite 110, Kennewick, WA 99336

Kathryn Mulhausen (CRD# 5977557) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 7 years of experience in the finance industry. Kathryn Mulhausen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew H. Riesenweber
CRD#: 4625637
8905 W. Gage Blvd.,, Suite 110, Kennewick, WA 99336

Matthew Riesenweber (CRD# 4625637) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 16 years of experience in the finance industry. Matthew Riesenweber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Beau J. Ruff
CRD#: 6601976
8905 W. Gage Blvd.,, Suite 110, Kennewick, WA 99336

Beau Ruff (CRD# 6601976) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 3 years of experience in the finance industry.

4
Matthew D. Wiser
CRD#: 5383242
8905 W. Gage Blvd.,, Suite 110, Kennewick, WA 99336

Matthew Wiser (CRD# 5383242) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 12 years of experience in the finance industry.

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