Unclaimed Profile

Donald Paul Aulbert

CORNERSTONE WEALTH MANAGEMENT, LLC·ST. PETERS, Missouri

SIE, Series 7, Series 63, Series 6522 years registeredCORNERSTONE WEALTH MANAGEMENT, LLC

7417 MEXICO ROAD, ST. PETERS, MO 63376CRD# 4119911Firm CRD# 164666

Profile Verification

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

Identity

Donald Paul Aulbert · ST. PETERS, MO

Registration

CRD #4119911 · CORNERSTONE WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE WEALTH MANAGEMENT, LLC

Aug 2012 – present

LPL FINANCIAL LLC

Jun 2009 – Mar 2013

DES PERES, MO

WELLS FARGO ADVISORS, LLC

Dec 2003 – Jun 2009

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 4, 2003

Years registered · 22

Disclosure History

2024Customer Dispute·Settled

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 Donald Paul Aulbert offer?

Donald Paul Aulbert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PETERS, Missouri for a consultation.

What are Donald Paul Aulbert's credentials?

Donald Paul Aulbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Paul Aulbert located?

Donald Paul Aulbert 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 Donald Paul Aulbert charge for services?

Donald Paul Aulbert'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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