Be advised. This firm is no longer registered.

Cornerstone Wealth

Cornerstone Wealth (CRD# 157935) is a financial advisory firm headquartered in Huntersville, NC. They manage $612,507,660 in 3,562 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    3,562
    ACCOUNTS
  • Average Account Value
    $171,956
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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.

AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Cornerstone Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Curtis S. Heinz
CRD#: 242015
3325 Springbank Lane, Suite 302, Charlotte, NC 28226
96
Wealthminder
score

Curtis Heinz (CRD# 242015) is an Investment Advisor Representative working at Cornerstone Wealth in Charlotte, NC and has over 36 years of experience in the finance industry. Curtis Heinz 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
Kelly A. Pfyffer
CRD#: 4520125
16810 Kenton Drive, Suite 200, Huntersville, NC 28078
93
Wealthminder
score

Kelly Pfyffer (CRD# 4520125) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 18 years of experience in the finance industry.

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