Back to top
Overview
Description
Christopher Swenson has an ownership stake of Cornerstone Wealth Management, LLC, a $1B RIA based in St Peters, MO. Christopher is also registered with LPL Financial LLC, a broker-dealer with over 20,500 registered representatives nationwide. Christopher has held an industry securities registration for 20 years and is subject to SEC and FINRA oversight....Information
-
other namesChris Swenson
-
Other Firms
-
doing business asN/A
-
typeSEC and FINRA Registered
Location
13358 MANCHESTER RD STE 200
Des Peres,
MO
63131
N/A
Services
Advisor Services
There is no Services data available to display at this time.
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Cornerstone Wealth Management, LLC | 4 years, 9 months | Jul 2013 - Present |
| LPL Financial LLC | 4 years, 9 months | Jul 2013 - Present |
| Edward D. Jones & Co., L.P. | 16 years, 11 months | Aug 1996 - Jul 2013 |
Are You
Christopher Jon Swenson?
Christopher Jon Swenson?
- Claim your profile
for FREE - Update your
contact information - Highlight your specialties
and expertise
Designations & Memberships
-
Certified Financial PlannerDesignation
A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Christopher Swenson
There are no insights for this advisor to display at this time.
Answers
Ask a financial questionAsk a questionThere are no answers for this advisor to display at this time.
Advisor Links
There are no links for this advisor to display at this time.
Licenses & Conducts
U.S. Securities and Exchange Commission
-
license statusRegistered
-
disclosures1
-
as of dateJul 11, 2017
FINRA
-
license statusRegistered
-
disclosures1
-
as of dateJul 11, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
LPL Financial LLC
Last updated on Aug. 24, 2017
-
-
$117.2BTotal Assets Under Management
-
N/ATotal Assets Under Advisement
-
-
-
552KAccounts
-
$212.5KEstimated Average Account Balance
-
Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees
- Commissions
Other Advisors in Your Area
