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Cornerstone Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $1.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 12K
      Accounts
    • $162.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

88

name start date
John Henry Wehmer
August 2016
Brandon Michael Smith
February 2018
Mark Walker Minton
August 2012
Erik Eugene Thompson
January 2013
Jeffery Sante Jachura
April 2015

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Michael Keifer Managing Member August, 2012 25% to 50%
    Gregory Alan Shoemaker Managing Member August, 2012 25% to 50%
    Dean Andrew Millonas Managing Member August, 2012 10% to 25%
    Alan Frederick Skrainka Member August, 2012 5% to 10%
    David Lee Kaplan Member August, 2012 less than 5%
    Christopher Jon Swenson Member February, 2016 less than 5%
    Patrick John Lodes Member April, 2014 less than 5%
    Karen Anne Torrence Member April, 2014 less than 5%
    Donald Paul Aulbert Member August, 2012 less than 5%
    Thomas Shaw Gooden Chief Compliance Officer January, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees