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Evan Gene Vanderwey

CORNERSTONE WEALTH PARTNERS, LLC·OKEMOS, Michigan
Series 6516 years registeredCORNERSTONE WEALTH PARTNERS, LLC
2525 JOLLY ROAD, SUITE 200, OKEMOS, MI 48864CRD# 5502074Firm CRD# 146602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Gene Vanderwey · OKEMOS, MI
Registration
CRD #5502074 · CORNERSTONE WEALTH PARTNERS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 19, 2009
Years registered · 16
03

Disclosure History

2023Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602 · SEC 801-129835
AUM
$750
Regulatory assets under management
Employees
14
2 client accounts
Services offered by CORNERSTONE WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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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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