JK
Joseph M. Keifer
CORNERSTONE WEALTH MANAGEMENT
Destin, FL
Some features on this profile are disabled
CRD#: 1964546
JK
Professional summary
Joseph Michael Keifer, who also goes by Joseph M Keifer, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Destin, Florida and LPL FINANCIAL LLC located in Des Peres, Missouri.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph M Keifer
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) 03/08/2007: Keifer Properties LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - Two rental units. Suite 101 (approx 1,100 sq ft) and suite 103 (approx 1,455 sq ft). The renters are Cornerstone Wealth Management LLC (The company we operate with LPL). - 1% Time Spent 2) 11/02/2011: No Business Name - DBA for LPL Business (entity for LPL business) - Cornerstone Wealth Management LLC - INV REL - At Reported Business Location(s) 3) 12/01/2014: Cornerstone Wealth Management LLC - Registered Investment Advisor Hybrid - (Hybrid) Cornerstone Wealth Management LLC - INV REL - Start 11/01/2005 - 13558 Manchester Rd, Ste 200, Des Peres MO 63131 - (HYBRID) Provide asset management and financial planning for a fee - 160 Hr/Mo; 160 Hours During Securities Trading; 100% Time Spent 4) 10/11/2021 - BUI - Investment Related - 11433 Olde Cabin Road Third Floor, St Louis, MO 63141 - Non-Variable Insurance - Start Date: 07/26/2021 - 8 Hours Per Month/1 Hour During Securities Trading. 5) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% 6) 07/12/2023 - PLM Companies - Not Investment Related - Sunset Country Club, 9555 S Geyer Rd, St. Louis, MO 63127 - For-Profit Board Member - Advisory Board Member - Start Date 02/16/2023 - 1 Hour Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Michael Keifer's 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®
NoneExperience
Current
August 27, 2012 - Present
CORNERSTONE WEALTH MANAGEMENT, LLC
RIA
CRD#: 164666
Destin, FL
Current
November 29, 2005 - Present
LPL FINANCIAL LLC
Office #1: 13358 Manchester Rd Ste 200, Des Peres, MO 63131Office #3: 7417 Mexico Road, Ste 104, St. Peters, MO 63376RIA
BD
CRD#: 6413
DES PERES, MO
Past
February 28, 2006 - June 11, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
OXFORD, MS
Past
February 11, 1999 - November 30, 2005
EDWARD JONES
RIA
CRD#: 250
ST PETERS, MO
Past
January 1, 1997 - November 30, 2005
EDWARD JONES
BD
CRD#: 250
ST PETERS, MO
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".
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - (8/15/2012 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2017)
RR
Arizona(1/17/2017)
RR
Colorado(6/8/2012)
RR
Delaware(5/15/2007)
RR
Florida(11/29/2005)
RR
Illinois(11/29/2005)
RR
Indiana(8/30/2012)
RR
Iowa(7/20/2023)
RR
Kansas(1/9/2006)
RR
Michigan(4/20/2017)
RR
Minnesota(9/17/2009)
RR
Mississippi(1/15/2021)
RR
Missouri(11/29/2005)
IAR
Missouri(8/27/2012)
RR
Nebraska(11/9/2011)
RR
Nevada(5/4/2018)
RR
New Jersey(1/2/2021)
RR
New York(4/16/2025)
RR
Ohio(11/28/2012)
RR
Oklahoma(2/29/2012)
RR
Pennsylvania(2/23/2021)
RR
Rhode Island(2/5/2018)
RR
South Carolina(11/20/2012)
RR
Texas(5/13/2014)
RR
Virginia(5/13/2015)
RR
Washington(9/19/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
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Contact information
Main Address
7417 Mexico Road Suite 104, St. Peters, MO 63376
Mailing Address
Phone number
(636) 397-6200
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,813 |
| AUM (Assets Under Management) | $ 4,082,513,557 |
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.
