Dennis E. Channer

CORNERSTONE INVESTMENT ADVISORS

Boulder, CO 80301

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CRD#: 1644005

Professional summary

Dennis Eldon Channer, CFP® is a registered financial advisor currently at CORNERSTONE INVESTMENT ADVISORS, LLC located in Boulder, Colorado.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Dennis has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.) The Private Trust Consortium, LLC, not investment-related, 1790 38th Street, Suite #207, Boulder, CO 80301, Fiduciary Support Services, Member, Start Date 12/04/2020, 1 hour per month with 1 hour per month during securities trading hours, duties are providing assistance and support as needed with administration of business and marketing

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Eldon Channer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

November 30, 2001 - Present

CORNERSTONE INVESTMENT ADVISORS, LLC

Office #1: 1790 38th Street Suite 207, Boulder, CO 80301

RIA

CRD#: 116447

Boulder, CO

Past

December 29, 2000 - December 31, 2009

CHANNER/RAUHAUSER, LLC

RIA

CRD#: 114692

NEDERLAND, CO

Past

May 27, 1992 - April 22, 1997

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 25, 1987 - May 28, 1992

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE INVESTMENT ADVISORS, LLC

CHANNER DARMOUR YANARI, LLC | CORNERSTONE INVESTMENT ADVISORS, LLC

CRD#: 116447 / SEC#: 801-63198

RIA

Registered Investment Advisory firm - (6/3/2004 Approved)

Colorado

Registered Investment Advisory firm - (7/1/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(11/30/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/15/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Current Firm

CORNERSTONE INVESTMENT ADVISORS, LLC

CHANNER DARMOUR YANARI, LLC | CORNERSTONE INVESTMENT ADVISORS, LLC

CRD#: 116447 / SEC#: 801-63198

RIA

Registered Investment Advisory firm - (6/3/2004 Approved)

Colorado

Registered Investment Advisory firm - (7/1/2004 Terminated)

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Contact information

Main Address

1790 38th Street Suite 207, Boulder, CO 80301

Mailing Address

Phone number

(303) 545-5400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 152,838,487

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.

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Dennis E. Channer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Eldon Channer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE INVESTMENT ADVISORS, LLC

CHANNER/RAUHAUSER, LLC

WALNUT STREET SECURITIES, INC.

THE ADVISORS GROUP, INC.

Primary Firm SEC Registration

CORNERSTONE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/1990

Series 7

Date: 3/21/1987

Current Firm

CORNERSTONE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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