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
Loading...

Location

7417 Mexico Rd., Suite 104, St. Peters, MO, 63376

Get directions

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.

Learn about disclosures →
Other Business Activities

Brooke operates under the DBAs Cornerstone Wealth Portfolios and Cornerstone Wealth Management for her LPL business, dedicating full-time hours to each. She also provides administrative support to Cornerstone Wealth Management, LLC, and is involved with Shoemaker Wadkowski Wealth LLC for tax/investment purposes, spending about 10-20% of her time on this.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
March 2025 - Present · 11 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.