Cornerstone Wealth Services
The independent financial advisors who are part of Cornerstone Wealth Services are dedicated to providing objective guidance and putting the needs of their clients first. Relationships are built on respect and transparency, so you can see clearly the path to take on the way to your ideal future. Your goals are distinct, and so is your financial plan. Our advisors work to understand what you have and what you want, so they can design a plan that puts you on course toward your dreams. With the right plan in place and the right advisor by your side, you can feel confident that all the pieces of your financial life are working together. While our advisors all work independently, they all have a common goal: to guide successful families to financial confidence using comprehensive wealth strategies. All our advisors are also affiliated with LPL Financial, a broker-dealer for independent advisors. The registered representatives of Cornerstone Wealth Services are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, member SIPC Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit For advisors interested in joining Cornerstone, please visit joincornerstonewealth.com.
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Verified contacts
12
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- NH
Nathan Horn
Wealth Advisor · Finance & Accounting
EmailPhone - CW
Chad Walton
Lpl Financial Advisor · Sales & Business Development
EmailPhone - CA
Christen Aven
Client Relations Specialist · Customer/Client Service
EmailPhone - JC
Jayme Chester
Data Management Specialist · Information Technology
EmailPhone - JE
Jordan Edwards
Lpl Financial Advisor · Sales & Business Development
EmailPhone - JH
Jake Horseman
Lpl Wealth Manager · Other
EmailPhone - PA
Paul Andreotti
CEO · General Business & Management
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Cornerstone Wealth Services
8 distinct titles indexed · top 8 shown.
- 2client relations specialist
- 2financial advisor
- 2lpl financial advisor
- 1ceo
- 1data management specialist
- 1lpl wealth advisor
- 1lpl wealth manager
- 1wealth advisor
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