MM
Mark W. Minton
CORNERSTONE WEALTH MANAGEMENT
DES PERES, MO 63131
Some features on this profile are disabled
CRD#: 4735175
MM
Professional summary
Mark Walker Minton is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Des Peres, Missouri and LPL FINANCIAL LLC located in Des Peres, Missouri.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Mark has worked at 4 firms and has passed the Series 66, SIE 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. 07/30/2012: CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - TIME SPENT 100%. 2. 10/22/2012: CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 100% - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR FEE. 3. 5/31/2013: THE WALKER TEAM - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - THE WALKER TEAM IS OUR DBA TO CONDUCT BUSINESS WITH CORNERSTONE WEALTH MANAGEMENT, USING LPL FINANCIAL AS OUR BROKER DEALER. 4. 3/19/2020 - Comprehensive Benefits LLC - Investment Related - 115 Stoneleigh Towers, St. Louis, MO 63132 - Insurance Agency - General Agent - Started 06/02/2014 - 40 Hours Per Month/5 Hours During Securities Trading - Insurance agency that sells Medicare advantage plans, medical supplement insurance plans, Medicare part D prescription drug plans and dental plans. 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 - Time Spent 100% 6) 01/07/2025 - Comprehensive Benefits LLC - Investment Related - Insurance Agency - Home Based - Start Date:06/02/2014 - 40 Hrs/Mth - 5Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Walker Minton'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
Office #1: 13358 Manchester Rd Suite 200, Des Peres, MO 63131RIA
CRD#: 164666
DES PERES, MO
Current
July 30, 2012 - Present
LPL FINANCIAL LLC
Office #1: 13358 Manchester Rd Ste 200, Des Peres, MO 63131RIA
BD
CRD#: 6413
DES PERES, MO
Past
July 30, 2012 - March 27, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
CLAYTON, MO
Past
June 18, 2010 - July 31, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CLAYTON, MO
Past
January 1, 2008 - July 31, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CLAYTON, MO
Past
November 11, 2004 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
CLAYTON, 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
Arizona(7/30/2012)
RR
Arkansas(3/9/2017)
RR
California(7/30/2012)
RR
Colorado(7/30/2012)
RR
Florida(7/30/2012)
RR
Hawaii(11/19/2015)
RR
Illinois(7/30/2012)
RR
Indiana(7/12/2018)
RR
Iowa(7/30/2012)
RR
Kansas(5/4/2021)
RR
Kentucky(12/9/2020)
RR
Maine(4/9/2024)
RR
Michigan(7/30/2012)
RR
Minnesota(7/27/2017)
RR
Mississippi(7/30/2012)
RR
Missouri(7/30/2012)
IAR
Missouri(8/27/2012)
RR
New Hampshire(12/10/2015)
RR
New Jersey(7/30/2012)
RR
New York(7/30/2012)
RR
North Carolina(5/9/2016)
RR
Ohio(7/30/2012)
RR
Oklahoma(7/30/2012)
RR
Oregon(7/30/2012)
RR
South Carolina(7/30/2012)
RR
Tennessee(3/22/2016)
RR
Texas(7/30/2012)
RR
Utah(2/9/2021)
RR
Virginia(7/30/2012)
RR
Washington(11/27/2017)
RR
Wisconsin(5/31/2016)
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
Registered Investment Advisory firm - (8/15/2012 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
CORNERSTONE WEALTH MANAGEMENT, LLC
CRD#: 164666Des Peres, MO 63131TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
