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CORNERSTONE WEALTH MANAGEMENT, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
ST. PETERS, Missouri
·
16 registered advisors
·
CRD# 164666
SEC# 801-76973
41
636-397-6200
01
Firm Overview
AUM
$3.3B
Regulatory assets under management
Employees
148
Total firm employees
Advisors
16
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORNERSTONE WEALTH MANAGEMENT, LLC
16 registered advisors
Alan Frederick Skrainka
ST. PETERS, Missouri
CRD# 1221567
Christopher Jon Swenson
ST. PETERS, Missouri
CRD# 2794756
David Lee Kaplan
ST. PETERS, Missouri
CRD# 2756441
Dean Andrew Millonas
ST. PETERS, Missouri
CRD# 2490696
Donald Paul Aulbert
ST. PETERS, Missouri
CRD# 4119911
Gregory Alan Shoemaker
ST. PETERS, Missouri
CRD# 2525779
John Henry Wehmer
ST. PETERS, Missouri
CRD# 5354313
John Joseph Howard
ST. PETERS, Missouri
CRD# 6894868
Joseph Michael Keifer
ST. PETERS, Missouri
CRD# 1964546
Karen Anne Torrence
ST. PETERS, Missouri
CRD# 2707916
Khurram Naveed
ST. PETERS, Missouri
CRD# 6804049
Leslie Karen Garrison
ST. PETERS, Missouri
CRD# 7021882
Liyin Bao
ST. PETERS, Missouri
CRD# 6121213
Patrick John Lodes
ST. PETERS, Missouri
CRD# 4695127
Thomas Shaw Gooden
ST. PETERS, Missouri
CRD# 1964527
William Lee Friebel
ST. PETERS, Missouri
CRD# 2855285
05
Office Locations
ST. PETERS, Missouri
16 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE WEALTH MANAGEMENT, LLC (CRD# 164666) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.