BS
BS

Blake M Swenson

2 Years of Experience
BrokerSells Insurance
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

820 E 6th Street, Washington, MO, 63090

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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 ActivitiesSells Insurance

Blake operates under several DBAs for his LPL business, including Cornerstone Wealth Management, Steamboat Financial Group, and Cornerstone Wealth Portfolios. He also works with Broker Services Marketing Group selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
October 2023 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 6 mos
State Registrations14 states
AZCOGAILKSMIMOMSMTNCNMTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.