Bart Spachek
Bart Spachek is a registered investment advisor at Cornerstone Securities LLC, based in Overland Park, KS, with 19 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 900 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% of the account balance and are negotiable with your representative.
Fee Estimator
Location
6901 Shawnee Mission Pky, Suite 200, Overland Park, KS, 66202
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
June 2012Employment Separation After Allegations
March 2012Regulatory
December 2011Other 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.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Bedrock Investment Advisors
Client One Securities LLC
Client One Securities LLCBroker
Sunset Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations7 states
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
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