Christine T. Bules

CORNERSTONE ASSET MANAGEMENT SERVICES

Broadview Heights, OH 44147

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CRD#: 1992330

Professional summary

Christine Timashenka Bules, ChFC®, CLU® is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. located in Broadview Heights, Ohio.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Christine has worked at 7 firms and has passed the Series 63, SIE and Series 6 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) A) CHRISTINE BULES B) INVESTMENT RELATED D) FIXED INSURANCE E) AGENT F) 1989 G) 60 HRS/MONTH H) 20 DURING TRADING HRS I) SALES J) NOT AN OFFICER K) NO CLIENTS INVOLVED L) COMPENSATION VARIES (2) A) CORNERSTONE ASSET MANAGEMENT SERVICES, INC. B) INVESTMENT RELATED C) 7676 BROADVIEW RD #109 BROADVIEW HEIGHTS, OH 44147 D) INDEPENDENT RIA E) IAR F) 2006 G) 40 HRS/MONTH H) 30 DURING TRADING HOURS I) SALES, MARKETING J) NOT AN OFFICER K) CLIENTS INVOLVED L) $5,000/YEAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Timashenka Bules'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 24, 2006 - Present

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Office #1: 1000 W Wallings Rd Suite D, Broadview Heights, OH 44147Office #2: 12223 Madison Avenue, Lakewood, OH 44107

RIA

CRD#: 137712

Broadview Heights, OH

Past

February 19, 2010 - August 25, 2017

J.W. COLE FINANCIAL, INC.

CRD#: 124583

ROCKY RIVER, OH

Past

August 31, 2007 - December 31, 2009

PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125

TROY, MI

Past

January 5, 2001 - September 5, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

LAKEWOOD, OH

Past

February 20, 1997 - December 31, 2000

NEXT ADVISORS INC.

CRD#: 14612

GARFIELD HEIGHTS, OH

Past

October 1, 1996 - March 19, 1997

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

Past

January 9, 1990 - February 20, 1996

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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

Ohio
(1/24/2006)

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: 4/15/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/8/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

CRD#: 137712 / SEC#: 801-68417

RIA

Registered Investment Advisory firm - (6/11/2012 Terminated)

Arizona

Registered Investment Advisory firm - (3/28/2012 Approved)

Indiana

Registered Investment Advisory firm - (6/6/2012 Approved)

Kansas

Registered Investment Advisory firm - (6/8/2012 Approved)

Michigan

Registered Investment Advisory firm - (6/11/2012 Approved)

Montana

Registered Investment Advisory firm - (5/15/2023 Approved)

Ohio

Registered Investment Advisory firm - (6/6/2012 Approved)

Texas

Registered Investment Advisory firm - (6/5/2012 Approved)

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).

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Contact information

Main Address

1000 W Wallings Rd Suite D, Broadview Heights, OH 44147

Mailing Address

Phone number

(440) 746-0707

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	494
AUM (Assets Under Management)	$ 36,697,255

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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Christine T. Bules

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Timashenka Bules's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

J.W. COLE FINANCIAL, INC.

PROFESSIONAL ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

NEXT ADVISORS INC.

MONEY CONCEPTS CAPITAL CORP

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/15/1991

SIE

Date: 8/25/2017

Series 6

Date: 1/8/1990

Current Firm

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

TRUST BUT VERIFY

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