Alison
Hadzic

Cornerstone Wealth Management, LLC

CRD#6428809
Investment Advisor
in Chesterfield, MO

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About this Advisor

Alison Hadzic is a financial advisor based in Chesterfield, Missouri, working with Cornerstone Wealth Management, LLC. Alison has previously held positions at Four Seasons Wealth Management, Cornerstone Wealth Management LLC, Cornerstone Wealth Management, LLC, and Lpl Financial, LLC. Alison has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Alison is part of Cornerstone Wealth Management, LLC, which operates out of Chesterfield, Missouri. The firm has 41 offices and 148 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cornerstone Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

14567 N Outer 40 Rd.
Chesterfield, MO 63017

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Cornerstone Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,295,074,554

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

148

MO Average: 458
Total Number of Accounts

16,986

MO Average: 33,415
Average Account Size

$193,988

MO 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

Alison Hadzic Work History

2019 - Present (5 years)

Cornerstone Wealth Management, LLC

2019 - Present (5 years)

Lpl Financial, LLC

2017 - 2019 (2 years)

Cornerstone Wealth Management LLC

2014 - 2017 (3 years)

Four Seasons Wealth Management

Disclosures

Please visit the SEC profile of Alison Hadzic 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

Alison Hadzic
Chesterfield, MO
Gabrielle Keifer
Saint Peters, MO
Laura Fenton
Saint Louis, MO
Rachel Hobbs
Joplin, MO
James Schmidt
Mchenry, IL
Ronald Bell
Midlothian, VA
Trevor Davis
Saint Peters, MO
Robert Lo
Bellevue, WA

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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