Brian Lee Boehle

Cornerstone Wealth Management, LLC

25 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Cornerstone Wealth Management, LLC

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

Location

13358 Manchester Rd, Suite 200, Des Peres, MO, 63131

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History

Regulatory History (2)

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Customer Dispute

February 2009

Denied

Criminal

November 1995

Final Disposition

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Other Business Activities

Brian operates Cornerstone Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor Hybrid, dedicating full-time hours. He also has Boehle Investments LLC for tax/investment purposes, but spends no time on it, and Cornerstone Wealth Portfolios as another DBA for his LPL business, also full-time.

Employment History

Current Registrations

Cornerstone Wealth Management, LLC

January 2016 - Present · 10 yrs 1 mo

LPL Financial LLCBroker

August 2015 - Present · 10 yrs 6 mos

Previous Registrations

Edward JonesBroker

November 2000 - August 2015 · 14 yrs 9 mos

State Registrations10 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.