Gregory
Shoemaker

Cornerstone Wealth Management, LLC

CRD#2525779
Investment Advisor
in Saint Peters, MO

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About this Advisor

Gregory Shoemaker is a financial advisor operating out of Saint Peters, Missouri who has 11 years of industry experience. Shoemaker is an employee of Cornerstone Wealth Management, LLC. Over the course of their career, they have held roles at Lpl Financial, LLC and Cornerstone Wealth Management, LLC. Shoemaker has a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in Florida, Missouri, Texas and Washington. Cornerstone Wealth Management, LLC is a financial advisory firm based in Saint Peters, MO. The company has offices in 48 locations and a total of 153 advisors. It handles $3 billion in total assets between its 17,400 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 51 charities and foundations. Of its 17,400 accounts, 97% are held by high-net-worth investors who have greater than $1 million in assets. Cornerstone Wealth Management, LLC offers a number 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 service is offered. However, fees charged by Cornerstone Wealth Management, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

11 years

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

7417 Mexico Road Suite 104
Saint Peters, MO 63376

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Cornerstone Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,119,640,218

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

153

MO Average: 458
Total Number of Accounts

17,400

MO Average: 33,415
Average Account Size

$179,290

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

Gregory Shoemaker Work History

Gregory has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Cornerstone Wealth Management, LLC

2005 - Present (19 years)

Lpl Financial, LLC

*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 Gregory Shoemaker 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

Ronald Bell
Midlothian, VA
Luke Glasscock
Norfork, AR
Christopher Clayton
Waverly, TN
Mark Minton
Saint Louis, MO
Mark Beckrich
Saint Louis, MO
Thomas Sontag
Saint Louis, MO
George Walker
Saint Louis, MO
Derrick Casey
Seattle, WA

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.

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