MF
MF

M. Danyse Ford

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
459 clients
Average Client Portfolio
$533K average
Assets Under Management
$244.7M

Fee Structure

Financial Planning:Included in AUM fee
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Location

6540 SW 10th Ave., Topeka, KS, 66615

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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

M. is the trustee of the company-sponsored defined benefit plan, Schwart Financial Services Defined Benefit Plan, since 2013. M. manages the paperwork of the plan, spending minimal time on it.

Employment History
Current Registrations
Cornerstone Advisors
July 2004 - Present · 21 yrs 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2003 - December 2018 · 15 yrs 11 mos
Cornerstone Investments, L.L.C.Broker
June 2000 - December 2002 · 2 yrs 6 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.