Unclaimed Profile

William Lee Friebel

CORNERSTONE WEALTH MANAGEMENT, LLC·ST. PETERS, Missouri

SIE, Series 6, Series 7, Series 26, Series 63, Series 65CFPClean record25 years registeredCORNERSTONE WEALTH MANAGEMENT, LLC

7417 MEXICO ROAD, ST. PETERS, MO 63376CRD# 2855285Firm CRD# 164666

Profile Verification

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

Identity

William Lee Friebel · ST. PETERS, MO

Registration

CRD #2855285 · CORNERSTONE WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2023 – present

CORNERSTONE WEALTH MANAGEMENT, LLC

May 2021 – Apr 2023

Des Peres, MO

JOHN HANCOCK ADVISERS, LLC

Jun 2001 – Sep 2003

BALLWIN, MO

SOVEREIGN ASSET MANAGEMENT CORPORATION

Jun 2001 – Oct 2003

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · June 22, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 William Lee Friebel offer?

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

What are William Lee Friebel's credentials?

William Lee Friebel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Lee Friebel located?

William Lee Friebel 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 William Lee Friebel charge for services?

William Lee Friebel'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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