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Aaron Drew Thompson

6 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

7417 Mexico Road, Suite 104, St. Peters, MO, 63376

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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

Aaron operates under Triada Advisors and Cornerstone Wealth Management, providing investment advisory services. He dedicates a full-time commitment to these activities, operating through Cornerstone Wealth Management and its DBA, and also spends about two-thirds of his time on Cornerstone Wealth Portfolios.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
April 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
March 2019 - Present · 6 yrs 11 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.