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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 21 years and is subject to SEC and FINRA oversight....Information
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other namesChris Swenson
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Other Firms
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doing business asN/A
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typeSEC and FINRA Registered
Location
13358 MANCHESTER RD STE 200
Des Peres,
MO
63131
N/A
Services
Advisor Services
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Funds
Funds Used With Clients
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Firm Client types
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Cornerstone Wealth Management, LLC | 4 years, 11 months | Jul 2013 - Present |
| LPL Financial LLC | 4 years, 11 months | Jul 2013 - Present |
| Edward D. Jones & Co., L.P. | 16 years, 11 months | Aug 1996 - Jul 2013 |
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Christopher Jon Swenson?
Christopher Jon Swenson?
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Designations & Memberships
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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
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosures1
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as of dateMay 20, 2018
FINRA
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license statusRegistered
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disclosures1
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as of dateMay 20, 2018
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
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$117.2BTotal Assets Under Management
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N/ATotal Assets Under Advisement
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552KAccounts
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$212.5KEstimated Average Account Balance
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Fees
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