Jordan
Leaman

Cornerstone Wealth Partners, LLC

CRD#7451976
Investment Advisor
in Wyoming, MI

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About this Advisor

Jordan Leaman is a financial advisor based in Wyoming, Michigan, working with Cornerstone Wealth Partners, LLC. Jordan has previously held positions at Kohler Company, Cornerstone University, Grande Cheese Company, Peace Church, Churchill Mortgage, Oostburg High School, and Cornerstone Wealth Partners, LLC. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jordan is part of Cornerstone Wealth Partners, LLC, which operates out of Wyoming, Michigan. The firm has 3 offices and 14 employees. The services offered by the firm include financial planning services, selection of other advisers, and educational seminars. The fee structure at Cornerstone Wealth Partners, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

5751 Bryon Center Ave Sw
Wyoming, MI 49519

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Cornerstone Wealth Partners, LLC Brokerage Details

Total Number of Employees

14

MI Average: 21

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Educational seminars/workshops

Jordan Leaman Work History

2021 - Present (3 years)

Cornerstone Wealth Partners, LLC

2020 - Present (4 years)

Churchill Mortgage

2018 - 2018 (< 1 year)

Grande Cheese Company

2018 - 2020 (2 years)

Peace Church

2017 - 2017 (< 1 year)

Kohler Company

2017 - 2018 (1 year)

Cornerstone University

2016 - 2020 (4 years)

Cornerstone University

2012 - 2016 (4 years)

Oostburg High School

Disclosures

Please visit the SEC profile of Jordan Leaman 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 Partners, LLC

Joshua Thomson
Peachtree City, GA
Timothy Whelan
Okemos, MI
Jordan Leaman
Wyoming, MI
Joshua Vandyke
Okemos, MI
Michael Mcvicker
Okemos, MI
Evan Vanderwey
Okemos, MI
Steven Vanderwey
Okemos, MI
William Wiarda
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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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