NM
Nathan P. Morse
CORNERSTONE WEALTH MANAGEMENT
Osage Beach, MO 65065
Some features on this profile are disabled
CRD#: 5537893
NM
Professional summary
Nathan Paul Morse, who also goes by Nathan P Morse, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Osage Beach, Missouri and LPL FINANCIAL LLC located in Osage Beach, Missouri.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Nathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan P Morse
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. 11/30/2015: Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/22/2015 - Time Spent 100%. 2. 11/30/2015: The Masters Enterprises - Not Investment Related - 133 Mustang Sally, Roach, MO 65787 - Other-Family Business - Started 11-02-2015 - 2 Hours Per Month - Time Spent 1% - Have six head of cattle that need feed and water and are occasionally sold for purchasing more feed. Have 3 beehives, occasionally sell honey for profit. President. 3. 11/30/2015: Masters Enterprises - Investment Related - 133 Mustang Sally Lane, Roach Missouri, 65787 - Real Estate Rental - Started 10/01/2003 - 3 Hours Per Month/0 Hours During Securities Trading - Time Spent 2% - President, listing the property online to rent to the military. 4. 11/30/2015: The Masters Enterprises LLC - Not Investment Related - 133 Mustang Sally Lane, Roach, MO 65787 - Other-Family Business - Started 10/1/2003 - Coin Car wash - family business. 5. 11/30/2015: The Masters Enterprises - Not Investment Related - Other-Family Business - Started 11-02-2015 - Time Spent 1% - Extract and sell honey 1 time a year. 6. 12/4/2015: Cornerstone Wealth Management, LLC - DBA: (Hybrid) Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/22/2015 - Time Spent 100% - IAR. 7. 6/19/2017 - Morse Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/13/2017 - 160 Hours Per Month - Time Spent 100%. 8. 7/13/2017 - Cornestone Wealth Management - DBA: (Hybrid) Morse Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/13/2017 - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 7/13/17. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm's 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. 9. 6/22/2021 - Masters Enterprises - Investment Related - Saint Robert, MO - Real Estate Rental - Start Date: 10/1/2002 - 3 Hours Per Month/0 Hours During Securities Trading. 10. 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 - Time Spent 100%
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Paul Morse'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
December 4, 2015 - Present
CORNERSTONE WEALTH MANAGEMENT, LLC
Office #1: 980 Executive Drive - Suite A, Osage Beach, MO 65065RIA
CRD#: 164666
Osage Beach, MO
Current
November 30, 2015 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
OSAGE BEACH, MO
Past
August 1, 2008 - December 1, 2015
EDWARD JONES
RIA
CRD#: 250
OSAGE BEACH, MO
Past
July 21, 2008 - December 1, 2015
EDWARD JONES
BD
CRD#: 250
OSAGE BEACH, 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(6/8/2018)
RR
Florida(11/30/2015)
RR
Georgia(3/20/2023)
RR
Illinois(3/22/2023)
RR
Kansas(11/30/2015)
RR
Louisiana(1/5/2024)
RR
Minnesota(3/23/2023)
RR
Missouri(11/30/2015)
IAR
Missouri(1/20/2023)
RR
Montana(9/7/2017)
IAR
Montana(7/16/2025)
RR
New Jersey(2/24/2021)
RR
South Carolina(4/20/2022)
IAR
Texas(12/8/2015)
RR
Texas(3/1/2021)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 164666Osage Beach, MO 65065TRUST BUT VERIFY
Monitor Nathan Morse
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
