Advisor at Cornerstone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cornerstone Wealth Management, LLC
Location
Washington, MO 63090
Credentials
Series 63, Series 65
Industry experience
28 years
Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.
Based on Cornerstone Wealth Management, LLC
Based on Cornerstone Wealth Management, LLC
Financial planning and consulting flat fees generally range from $500 to $5,000; Retirement consulting flat fees generally range from $750 to $10,000 annually.
$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%
Representatives may earn commissions for sales of securities or investment products in brokerage capacity, but not on advisory accounts.
Up to $400 per hour for financial planning and consulting; $250 per hour for retirement account consulting and management.
820 E. 6th Street
Washington, MO 63090
Missouri
Cornerstone Wealth Management, LLC
2018 - Present (8 years)
LPL Financial
2018 - Present (8 years)
Lincoln Financial Distributors
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 66
Marthasville, MO
1035 Capital Management LLC
CFP®, Series 63
Washington, MO
Lang & Becker, Inc.
Series 63, Series 66
Washington, MO
Wealth Management Advisors, inc.
Series 63, Series 66
Washington, MO
Lang & Becker, Inc.
Series 63, Series 65
Union, MO
Benjamin F. Edwards & Company, Inc.
Series 63, Series 65
Labadie, MO
Vicus Capital, Inc.
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