Bart Anthony Spachek

Cornerstone Securities LLC

18 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning

Cornerstone Securities LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

800 clients

Average Client Portfolio

$219K average

Assets Under Management

$175.0M

Fee Structure

Location

6901 Shawnee Mission Pky, Suite 200, Overland Park, KS, 66202

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History

Regulatory History (3)

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Employment Separation After Allegations

June 2012

Employment Separation After Allegations

March 2012

Regulatory

December 2011

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bart is a director/owner of Reign Benefits Consulting, where he sells fixed, indexed, and life insurance and consults with a prior Allstate Insurance agency. He also sells insurance products to clients as needed to supplement their retirement income or provide life insurance protection.