Christopher Jon Swenson

CFP

Cornerstone Wealth Management, LLC

29 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Cornerstone Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

93 advisors

Number of Clients

18,812 clients

Average Client Portfolio

$217K average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

13358 Manchester Rd, Suite 200, Des Peres, MO, 63131

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History

Regulatory History (1)

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Customer Dispute

April 2003

Denied

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including Cornerstone Wealth Management and Steamboat Financial Group, through which he provides investment advisory services. He also spends minimal time on non-variable insurance through Brokers Service Marketing Group and owns rental real estate.