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CORNERSTONE ADVISORS, LLC
CORNERSTONE ADVISORS, LLC
CORNERSTONE ADVISORS
TOPEKA, Kansas
·
4 registered advisors
·
CRD# 114510
SEC# 801-110649
0
785-273-2685
01
Firm Overview
AUM
$218M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at CORNERSTONE ADVISORS, LLC
4 registered advisors
Donald Gene Schwart
TOPEKA, Kansas
CRD# 416174
Jeffrey A Sorensen
TOPEKA, Kansas
CRD# 5880112
Mark Warren Bucholtz
TOPEKA, Kansas
CRD# 6281331
M. Danyse Ford
TOPEKA, Kansas
CRD# 4025484
05
Office Locations
TOPEKA, Kansas
4 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE ADVISORS, LLC (CRD# 114510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.