Alison
Hadzic
Cornerstone Wealth Management, LLC
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About this Advisor
Alison Hadzic is a certified financial planner who works in Chesterfield, Missouri who has 4 years of industry experience. Hadzic is an advisor for Cornerstone Wealth Management, LLC. During their career, the advisor has held roles at Four Seasons Wealth Management, Us Dept Of Defense Schools (Dodea), Homemaker/Volunteer, Cornerstone Wealth Management LLC, Cornerstone Wealth Management, LLC and Lpl Financial, LLC. Hadzic maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Cornerstone Wealth Management, LLC is a registered investment firm that has its headquarters in Saint Peters, MO. The investment advisory business has offices in 48 locations and a total of 153 people on staff. It administers $3 billion in assets between its 17,400 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 51 charitable organizations. Of its 17,400 accounts, 97% are held by high-net-worth individuals who have at least $1 million in assets. Cornerstone Wealth Management, LLC provides 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 charged by financial advisors depend on which service is provided. Fees billed by Cornerstone Wealth Management, LLC likely consist of 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
Alison Hadzic Work History
Alison has been registered as a financial advisor for 4 years.*
Cornerstone Wealth Management, LLC
Lpl Financial, LLC
Cornerstone Wealth Management LLC
Four Seasons Wealth Management
Us Dept Of Defense Schools (Dodea)
Homemaker/Volunteer
*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 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
Midlothian, VA
Norfork, AR
Saint Louis, MO
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Waverly, TN
Seattle, WA
Saint Louis, MO
Garden City, KS
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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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.
