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Kevin S. Mandrell

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CRD#: 1113622
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Scott Mandrell was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1983. Kevin had worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 3, 2023 - November 3, 2025

CORNERSTONE FINANCIAL SERVICES, INC.

BD
CRD#: 20627
GREENFIELD, IN
Past

December 11, 2018 - December 31, 2022

MORRIS GROUP, INC.

BD
CRD#: 13181
INDIANAPOLIS, IN
Past

January 6, 2017 - August 17, 2018

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
Bedford, IN
Past

March 15, 1994 - October 31, 2016

MORRIS GROUP, INC.

BD
CRD#: 13181
INDIANAPOLIS, IN
Past

February 15, 1990 - January 29, 1993

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

June 12, 1989 - December 14, 1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

June 12, 1989 - December 14, 1989

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 17, 1983 - June 2, 1989

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/25/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CORNERSTONE FINANCIAL SERVICES, INC.
BREWER AND ASSOCIATES, INC. | CORNERSTONE FINANCIAL SERVICES, INC.

CRD#: 20627 / SEC#: , 8-38383

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
119 N Broadway Street Suite 102, Greenfield, IN 46140
Mailing Address
119 N Broadway Street Suite 102, Greenfield, IN 46140
Phone number
(317) 462-3310
Established
Indiana since 05/06/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BREWER, GREGORY JAMESPRESIDENT/GENERAL PRINCIPAL/CCO4673914
BUCKSOT, STEVEN LEIGHV.P. / FINANCIAL PRINCIPAL / CFO1532243

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CORNERSTONE FINANCIAL SERVICES, INC.

CRD#: 20627

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