Alan K. Suiter
Professional summary
Alan Kent Suiter is a registered financial advisor currently at CORNERSTONE SELECT ADVISORS, LLC located in Springfield, Missouri.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Alan has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, SIE, Series 7, Series 27, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alan Kent Suiter's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2026 - Present
CORNERSTONE SELECT ADVISORS, LLC
Office #1: 3816 S Greystone Ct. Suite A, Springfield, MO 65804September 8, 2020 - January 2, 2026
CREATIVEONE WEALTH, LLC
May 5, 2017 - December 31, 2020
CREATIVEONE SECURITIES, LLC
May 5, 2017 - December 31, 2020
CREATIVEONE SECURITIES, LLC
January 19, 2012 - May 25, 2017
SAXONY CAPITAL MANAGEMENT, LLC
September 27, 2002 - May 25, 2017
SAXONY SECURITIES, INC.
August 29, 1997 - May 30, 2006
GREYSTONE INVESTMENT ADVISORS, INC.
February 23, 1995 - February 14, 2003
GREYSTONE SECURITIES CORPORATION
February 16, 1990 - January 12, 1995
ANDOVER SECURITIES, INC.
June 24, 1985 - March 7, 1990
FFP SECURITIES, INC.
December 21, 1983 - May 23, 1986
FIRST AFFILIATED SECURITIES, INC.
Primary Firm SEC Registration
CORNERSTONE SELECT ADVISORS, LLC
CRD#: 144044 / SEC#: 801-113472
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2026)
Exams
Series 7TO
Date: 1/5/2024
General Securities Representative ExaminationSeries 99TO
Date: 1/5/2024
Operations Professional ExaminationCurrent Firm
CORNERSTONE SELECT ADVISORS, LLC
CRD#: 144044 / SEC#: 801-113472
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 234,036,242 |
Red Flags
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Company Information
CORNERSTONE SELECT ADVISORS, LLC
CRD#: 144044Springfield, MO 65804TRUST BUT VERIFY
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