David
Kaplan
Cornerstone Wealth Management, LLC
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About this Advisor
David Kaplan is a financial advisor based in Saint Peters, Missouri, working with Cornerstone Wealth Management, LLC. David has previously held positions at Lpl Financial LLC and Cornerstone Wealth Management, LLC. David has passed the Series 63 regulatory exam and is registered to provide services in Missouri. Currently, David is part of Cornerstone Wealth Management, LLC, which operates out of Saint Peters, 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
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,295,074,554
148
16,986
$193,988
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
David Kaplan Work History
Cornerstone Wealth Management, LLC
Lpl Financial LLC
Disclosures
Please visit the SEC profile of David Kaplan 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
Mchenry, IL
Saint Peters, MO
Chesterfield, MO
Joplin, MO
Saint Louis, MO
Rogers, AR
Effingham, IL
Saint Louis, MO
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