AH
CFP
AH
CFP

Alison Dawn Hadzic

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

14567 N Outer 40 Rd., Chesterfield, MO, 63017

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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

Alison is a notary public in Missouri and provides administrative support to Cornerstone Wealth Management LLC, an independent investment advisor firm, dedicating full-time hours to this activity. She is also involved with Skiver Street LLC for tax and investment purposes and as a tax preparer, spending about 10-20% of her time on the latter.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
December 2019 - Present · 6 yrs 2 mos
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 6 mos
State Registrations5 states
AZFLILMIMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alison Dawn Hadzic - Financial Advisor | TrueAdvisor