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Aaron Drew Thompson

CORNERSTONE WEALTH MANAGEMENT
Columbia, IL
·CRD# 4437463·7 years experience

Professional Summary

Aaron Drew Thompson, who also goes by Aaron Thompson, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Columbia, Illinois and LPL FINANCIAL LLC located in Columbia, Illinois. Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Aaron has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Aaron Thompson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

CORNERSTONE WEALTH MANAGEMENT, LLC·CRD# 164666
RIA
1000 Eleven South Suite 3d, Columbia, IL 62236
April 29, 2019 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
1000 Eleven S, Ste 3d, Columbia, IL 62236
March 20, 2019 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Fort Mill, SC
February 3, 2026 - July 10, 2026

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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
Registered Investment Advisory firm - SEC (8/15/2012 Approved)

Contact Information

Main Address

13358 Manchester Road Suite 200, Des Peres, MO 63131

Phone Number

(314) 394-1670

# of Employees

103

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 MANAGED ASSET PROGRAM (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,602

AUM (Assets Under Management)

$4,934,013,239

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. 3/12/2019 - TRIADA ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 5/7/2019 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 160 Hours Per Month - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 5/7/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/7/2019 - Cornerstone Wealth Management - DBA: (Hybrid) Triada Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 5/7/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 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 - 100 Hours Per Month

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/30/2019)
RR
Arizona
(4/30/2019)
RR
Arkansas
(4/30/2019)
RR
California
(4/30/2019)
RR
Colorado
(4/30/2019)
RR
Florida
(4/30/2019)
RR
Georgia
(6/16/2023)
RR
Illinois
(4/18/2019)
IAR
Illinois
(4/29/2019)
RR
Indiana
(4/30/2019)
RR
Iowa
(4/30/2019)
RR
Kansas
(4/30/2019)
RR
Kentucky
(4/30/2019)
RR
Louisiana
(7/15/2022)
RR
Maine
(7/13/2021)
RR
Maryland
(4/30/2019)
RR
Massachusetts
(4/30/2019)
RR
Michigan
(4/30/2019)
RR
Minnesota
(2/23/2021)
RR
Mississippi
(2/16/2023)
RR
Missouri
(6/5/2019)
RR
Montana
(12/18/2025)
RR
Nebraska
(4/30/2019)
RR
New Hampshire
(4/30/2019)
RR
New Jersey
(11/19/2020)
RR
New York
(4/30/2019)
RR
North Carolina
(4/4/2022)
RR
Ohio
(2/24/2021)
RR
Oklahoma
(4/30/2019)
RR
Pennsylvania
(4/30/2019)
RR
South Carolina
(4/30/2019)
RR
Tennessee
(4/30/2019)
RR
Texas
(4/30/2019)
RR
Utah
(6/25/2020)
RR
Virginia
(4/30/2019)
RR
Washington
(2/25/2021)
RR
Wisconsin
(10/26/2023)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2018About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Aaron Drew Thompson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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