Unclaimed Profile

David Lee Kaplan

CORNERSTONE WEALTH MANAGEMENT, LLC·ST. PETERS, Missouri

Clean recordCORNERSTONE WEALTH MANAGEMENT, LLC

7417 MEXICO ROAD, ST. PETERS, MO 63376CRD# 2756441Firm CRD# 164666

Profile Verification

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

Identity

David Lee Kaplan · ST. PETERS, MO

Registration

CRD #2756441 · CORNERSTONE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Lee Kaplan is a registered financial advisor based in ST. PETERS, Missouri, affiliated with CORNERSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CORNERSTONE WEALTH MANAGEMENT, LLC

AUM

$3.3B

Regulatory assets under management

Employees

148

Total firm employees

View all advisors at CORNERSTONE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2756441

Firm CRD# 164666

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Lee Kaplan offer?

David Lee Kaplan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PETERS, Missouri for a consultation.

What are David Lee Kaplan's credentials?

David Lee Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lee Kaplan located?

David Lee Kaplan 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 David Lee Kaplan charge for services?

David Lee Kaplan'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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