Kevin
Yingst
Cornerstone Wealth Management, LLC
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About this Advisor
Kevin Yingst is a financial advisor operating out of Rogers, Arkansas who has 6 years of relevant experience. Yingst works at Cornerstone Wealth Management, LLC. Throughout their career, Yingst has worked at Lpl Financial, LLC, Cornerstone Wealth Management, LLC and Edward Jones. Yingst holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in Arkansas, Colorado and Texas. Cornerstone Wealth Management, LLC is a firm headquartered in Saint Peters, MO. The company has offices in 48 locations and a total of 153 people on staff. It administers $3 billion in assets under management among its 17,400 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 51 charitable organizations. Of its 17,400 accounts, 97% belong to high-net-worth individuals who have at least $1 million in investable assets. Cornerstone Wealth Management, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on which services the firm provides the client. Fee types charged by Cornerstone Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,119,640,218
153
17,400
$179,290
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kevin Yingst Work History
Kevin has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Cornerstone Wealth Management, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Yingst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Wealth Management, LLC
Norfork, AR
Midlothian, VA
Saint Louis, MO
Saint Peters, MO
Seattle, WA
Waverly, TN
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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