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).
Total Assets Under Management613MILLION
Total Number of Accounts3,562ACCOUNTS
Average Account Value$171,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA
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.
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.