Cornerstone Advisors LLC
Legal Name: CORNERSTONE ADVISORS, LLC
6540 SW 10TH AVENUE, TOPEKA, KS
785-273-2685
http://cstonegroup.com
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Cornerstone Advisors LLC
6540 SW 10TH AVENUE, TOPEKA, KS
785-273-2685
785-273-1641
Other Info
Cornerstone Advisors LLC, officially known as CORNERSTONE ADVISORS, LLC, is a Limited Liability Company based in Kansas with a team of four employees, all of whom have advisory roles. It is unclear how many clients the firm serves. As of June 23, 2017, it is listed as an approved SEC registrant.
Cornerstone Advisors Topeka Kansas financial firm
Cornerstone Advisors of Topeka Kansas is a financial services firm offering personal wealth management and financial planning. (785) 273-2685
Direct Owners
-
DONALD GENE SCHWART
PRES./MANAGING MEMBER owns 75% or more
-
M. DANYSE FORD
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SCHWART FINANCIAL SERVICES, INC.
CORPORATION owns less than 5%
Indirect Owners
-
SCHWART, DONALD GENE
OWNER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Mar 31, 2019
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Effectiveness Date:
May 13, 2019
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