TrueAdvisor
TrueAdvisor
AS
AS

Alan Suiter

Cornerstone Select Advisors, LLC
42 Years of Experience
Springfield, MO
6 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Alan Suiter is a registered investment advisor at Cornerstone Select Advisors, LLC, based in Springfield, MO, with 42 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management. Their firm serves 344 clients with $320M in assets under management.

Cornerstone Select Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
344 clients
Average Client Portfolio
$917K average
Assets Under Management
$315.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and will not exceed a maximum percentage of 1.5%. Account minimum is generally $250,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3816 S Greystone Ct., Suite A, Springfield, MO, 65804

Get directions

History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2006
Settled
Customer Dispute
March 2006
Settled
Customer Dispute
February 2006
Settled
Customer Dispute
February 2005
Award / Judgment
Regulatory
December 2003
Final
Regulatory
October 1999
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan operates under the DBA First Financial Consultants, selling various insurance products, and owns 50% of a rental property. He also finds individuals and corporations owed money out of unclaimed property, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cornerstone Select Advisors, LLC
January 2026 - Present · 9 mos
Previous Registrations
Creativeone Wealth, LLC
September 2020 - January 2026 · 5 yrs 4 mos
Client One Securities LLC
May 2017 - December 2020 · 3 yrs 7 mos
Client One Securities LLCBroker
May 2017 - December 2020 · 3 yrs 7 mos
Saxony Capital Management, LLC
January 2012 - May 2017 · 5 yrs 4 mos
Saxony Securities, INC.Broker
September 2002 - May 2017 · 14 yrs 8 mos
Greystone Investment Advisors, INC.
August 1997 - May 2006 · 8 yrs 9 mos
Greystone Securities CorporationBroker
February 1995 - February 2003 · 8 yrs
Andover Securities, INC.Broker
February 1990 - January 1995 · 4 yrs 11 mos
Ffp Securities, INC.Broker
June 1985 - March 1990 · 4 yrs 9 mos
First Affiliated Securities, INC.Broker
December 1983 - May 1986 · 2 yrs 5 mos
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Springfield, MO →All financial advisors in Missouri →
Alan Suiter - Financial Advisor | TrueAdvisor