John Wehmer is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Peters, MO, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7417 Mexico Road, Ste 104, St. Peters, MO, 63376
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates his LPL business under Cornerstone Wealth Management and Cornerstone Wealth Portfolios, dedicating full-time hours to these activities. He also provides investment advisory services through Cornerstone Wealth Management LLC, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations10 states
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