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Donald Gene Schwart

CORNERSTONE ADVISORS, LLC·TOPEKA, Kansas
Clean recordCORNERSTONE ADVISORS, LLC
6540 SW 10TH AVENUE, TOPEKA, KS 66615CRD# 416174Firm CRD# 114510

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Gene Schwart · TOPEKA, KS
Registration
CRD #416174 · CORNERSTONE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Gene Schwart is a registered financial advisor based in TOPEKA, Kansas, affiliated with CORNERSTONE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORNERSTONE ADVISORS, LLC
CORNERSTONE ADVISORS
AUM
$218M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CORNERSTONE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 416174
Firm CRD# 114510
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Gene Schwart offer?
Donald Gene Schwart specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Donald Gene Schwart's credentials?
Donald Gene Schwart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Gene Schwart located?
Donald Gene Schwart is based in TOPEKA, Kansas, working with CORNERSTONE ADVISORS, LLC. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Donald Gene Schwart charge for services?
Donald Gene Schwart's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE ADVISORS, LLC?
CORNERSTONE ADVISORS, LLC has approximately 2 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORNERSTONE ADVISORS, LLC

Mark Warren Bucholtz
TOPEKA, KS
M. Danyse Ford
TOPEKA, KS
Jeffrey A Sorensen
TOPEKA, KS

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