Cornerstone Wealth Management, LLC

Investment Advisor
in Springdale, AR

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About this Advisor

Steven Tait is a financial advisor operating out of Springdale, Arkansas who has 1 year of industry experience. Tait is on the advisory team at Cornerstone Wealth Management, LLC. Throughout their career, Tait has worked at Walmart, Lpl Financial and Cornerstone Wealth Management, LLC. Tait maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arkansas and Missouri. Cornerstone Wealth Management, LLC is a firm operating out of Saint Peters, MO. The company has offices in 48 locations and a total of 153 financial advisors. It has $3 billion in assets under management between its 17,400 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 51 charitable organizations. Of its 17,400 client accounts, 97% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number of services, including 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. Fees for financial advice vary depending on which services the firm provides the client. Fees charged by Cornerstone Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4700 S. Thompson St., Suite C-101
Springdale, AR 72764

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Cornerstone Wealth Management, LLC Brokerage Details

Total Assets Under Management


AR Average: $11,469,110,461
Total Number of Employees


AR Average: 458
Total Number of Accounts


AR Average: 33,415
Average Account Size


AR Average: $343,232

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

Steven Tait Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Cornerstone Wealth Management, LLC

2001 - 2022 (21 years)


*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.


Please visit the SEC profile of Steven Tait 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

Luke Glasscock
Norfork, AR
Ronald Bell
Midlothian, VA
Andrew Lohmeyer
Saint Louis, MO
Thomas Gooden
Saint Peters, MO
Louis Wray
Lake Saint Louis, MO
Brandon Smith
Camarillo, CA
Charles Eller
Saint Louis, MO
Erik Thompson
Madison, GA

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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