Michael
Welger
Cornerstone Professional Advisor Services, LLC
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About this Advisor
Michael Welger is a financial advisor based in Freehold, New Jersey, working with Cornerstone Professional Advisor Services, LLC. Michael has previously held positions at International Health Cooperative, Innovative Financial Concepts, LLC, Wrp Investments Inc, Stonex Securities Inc, and Sterne Agee Investment Advisor Services, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Michael is part of Cornerstone Professional Advisor Services, LLC, which operates out of Freehold, New Jersey. The firm has 3 offices and 18 employees. The firm manages assets totaling $82.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cornerstone Professional Advisor Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Professional Advisor Services, LLC Brokerage Details
$82,359,960
18
432
$190,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Welger Work History
Stonex Securities Inc
Innovative Financial Concepts, LLC
International Health Cooperative
Sterne Agee Investment Advisor Services, Inc
Wrp Investments Inc
Disclosures
Please visit the SEC profile of Michael Welger 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 Professional Advisor Services, LLC
New York, NY
Garden City, NY
Garden City, NY
Freehold, NJ
Jackson, MS
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