Timothy
Whelan
Cornerstone Wealth Partners, LLC
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About this Advisor
Timothy Whelan is a financial advisor based in Okemos, Michigan, working with Cornerstone Wealth Partners, LLC. Timothy has previously held positions at Churchill Mortgage Corporation, Dansville Schools, Independent Insurance Agent - Self Employed, The O.N. Equity Sales Company, Medwise Marketing, and Cornerstone Wealth Partners, LLC. Timothy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Michigan. Currently, Timothy is part of Cornerstone Wealth Partners, LLC, which operates out of Okemos, 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
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Partners, LLC Brokerage Details
14
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Timothy Whelan Work History
Conerstone Wealth Partners, LLC
Independent Insurance Agent - Self Employed
Medwise Marketing
The O.N. Equity Sales Company
The O.N. Equity Sales Company
Churchill Mortgage Corporation
Dansville Schools
Disclosures
Please visit the SEC profile of Timothy Whelan 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
Peachtree City, GA
Okemos, MI
Okemos, MI
Wyoming, MI
Okemos, MI
Okemos, MI
Okemos, MI
Grand Rapids, MI
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