Elizabeth
Welcher
Cornerstone Wealth Management, LLC
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About this Advisor
Elizabeth Welcher is a financial advisor operating out of Saint Peters, Missouri with a total of 1 year of industry experience. Welcher is an advisor for Cornerstone Wealth Management, LLC. Over the course of their career, Welcher has held roles at Ameriprise Financial Services, Inc, Lpl Financial, LLC and Cornerstone Wealth Management Dba Milestone Investment Counsel. Welcher maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Cornerstone Wealth Management, LLC is a financial advisory business operating out of Saint Peters, MO. The firm has offices in 48 locations and a total of 153 advisors. It controls $3 billion in assets across its 17,400 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 51 charitable organizations. Of its 17,400 customer accounts, 97% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a broad range of services, such as 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 largely vary depending on which services the firm provides the client. Fees billed by Cornerstone Wealth Management, LLC likely are comprised of any blend 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
Elizabeth Welcher Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Cornerstone Wealth Management Dba Milestone Investment Counsel
Ameriprise Financial Services, Inc
*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 Elizabeth Welcher 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
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Midlothian, VA
Saint Louis, MO
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Saint Louis, MO
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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