AL
CFP
AL
CFP

Andrew Dale Lohmeyer

18 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
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
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Location

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

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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

Andrew operates under several DBAs for his LPL business, including Cornerstone Wealth Management and Cornerstone Wealth Portfolios. He also provides financial planning and asset management through Cornerstone Wealth Management, LLC, and uses Evolution Financial Services, LLC for accounting purposes, dedicating about half of his time to investment advisory services.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
October 2012 - Present · 13 yrs 4 mos
LPL Financial LLCBroker
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
Edward Jones
October 2007 - October 2012 · 5 yrs
Edward JonesBroker
September 2007 - October 2012 · 5 yrs 1 mo
State Registrations25 states
ALARAZCACOCTFLGAILINKSMIMNMONCNMNVOHOKORSCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.