Unclaimed Profile

Christopher Jon Swenson

CORNERSTONE WEALTH MANAGEMENT, LLC·ST. PETERS, Missouri

SIE, Series 7, Series 63CFP27 years registeredCORNERSTONE WEALTH MANAGEMENT, LLC

7417 MEXICO ROAD, ST. PETERS, MO 63376CRD# 2794756Firm CRD# 164666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Jon Swenson · ST. PETERS, MO

Registration

CRD #2794756 · CORNERSTONE WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE WEALTH MANAGEMENT, LLC

Aug 2013 – present

LPL FINANCIAL LLC

Aug 2025 – Sep 2025

FORT MILL, SC

EDWARD JONES

Feb 1999 – Jul 2013

TOWN & COUNTRY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 11, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

CORNERSTONE WEALTH MANAGEMENT, LLC

CRD 164666 · SEC 801-76973

AUM

$3.3B

Regulatory assets under management

Employees

148

16,986 client accounts

Services offered by CORNERSTONE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Jon Swenson offer?

Christopher Jon Swenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PETERS, Missouri for a consultation.

What are Christopher Jon Swenson's credentials?

Christopher Jon Swenson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Jon Swenson located?

Christopher Jon Swenson is based in ST. PETERS, Missouri, working with CORNERSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERS metropolitan area and surrounding communities.

How does Christopher Jon Swenson charge for services?

Christopher Jon Swenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE WEALTH MANAGEMENT, LLC?

CORNERSTONE WEALTH MANAGEMENT, LLC has approximately 148 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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