CK
CK

Chad Jeremy Klassen

18 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
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
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Location

225 10th St. N, P.O. Box 625, Mountain Lake, MN, 56159

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad operates under the DBAs Cornerstone Wealth Management and Cornerstone Wealth Portfolios for his LPL business. He also manages Klassen Properties, LLC (real estate rental) for about 10-20% of his time and Klassen Financial, LLC for nearly full-time.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
May 2021 - Present · 4 yrs 9 mos
LPL Financial LLC
May 2021 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Edward Jones
September 2007 - April 2021 · 13 yrs 7 mos
Edward JonesBroker
June 2007 - April 2021 · 13 yrs 10 mos
State Registrations9 states
COFLIAKSMIMNNESDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chad Jeremy Klassen - Financial Advisor | TrueAdvisor