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Evan Gene Vanderwey

CORNERSTONE WEALTH PARTNERS, LLC·OKEMOS, Michigan
Unclaimed Profile
2525 JOLLY ROAD, SUITE 200, OKEMOS, MI 48864CRD# 5502074Firm CRD# 146602
01

About

Evan Gene Vanderwey is a registered financial advisor based in OKEMOS, Michigan, affiliated with CORNERSTONE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CORNERSTONE WEALTH PARTNERS, LLC
CORNERSTONE WEALTH PARTNERS, LLC
AUM
$750
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CORNERSTONE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: COADVISOR FEES
Regulatory
SEC/IARD CRD# 5502074
Firm CRD# 146602
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Evan Gene Vanderwey offer?
Evan Gene Vanderwey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKEMOS, Michigan for a consultation.
What are Evan Gene Vanderwey's credentials?
Evan Gene Vanderwey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Gene Vanderwey located?
Evan Gene Vanderwey is based in OKEMOS, Michigan, working with CORNERSTONE WEALTH PARTNERS, LLC. Their office serves clients in the OKEMOS metropolitan area and surrounding communities.
How does Evan Gene Vanderwey charge for services?
Evan Gene Vanderwey's firm is compensated through percentage of aum, subscription fees, other: coadvisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE WEALTH PARTNERS, LLC?
CORNERSTONE WEALTH PARTNERS, LLC has approximately 14 employees and manages $750 in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKEMOS
Robert James Gregory — NORTHBROOK INVESTMENT MANAGEMENT, LLCMichael Scott Flintoff — NORTHBROOK INVESTMENT MANAGEMENT, LLCKenneth Joseph Klein — NORTHBROOK INVESTMENT MANAGEMENT, LLCBrandon Ellis Carter — FINANCIAL STRATEGIES GROUP, INCBrice Patrick Carter — FINANCIAL STRATEGIES GROUP, INC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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