JV
Joshua Vandyke
CORNERSTONE WEALTH PARTNERS
Okemos, MI 48864
Some features on this profile are disabled
CRD#: 7092244
JV
Professional summary
Joshua Vandyke, who also goes by Josh Vandyke, is a registered financial advisor currently at CORNERSTONE WEALTH PARTNERS, LLC located in Okemos, Michigan.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Vandyke
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Vandyke'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
May 10, 2019 - Present
CORNERSTONE WEALTH PARTNERS, LLC
Office #1: 2525 Jolly Road, Suite 200, Okemos, MI 48864RIA
CRD#: 146602
Okemos, MI
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 PARTNERS, LLC
CASH FLOW COACH LLC | CORNERSTONE WEALTH PARTNERS, LLC
CRD#: 146602 / SEC#: 801-129835
RIA
Registered Investment Advisory firm - (4/4/2024 Approved)California
Registered Investment Advisory firm - (5/19/2024 Terminated)Florida
Registered Investment Advisory firm - (4/19/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/19/2024 Terminated)North Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Texas
Registered Investment Advisory firm - (4/19/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)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
Michigan(5/10/2019)
Current Firm
CW
CORNERSTONE WEALTH PARTNERS, LLC
CASH FLOW COACH LLC | CORNERSTONE WEALTH PARTNERS, LLC
CRD#: 146602 / SEC#: 801-129835
RIA
Registered Investment Advisory firm - (4/4/2024 Approved)California
Registered Investment Advisory firm - (5/19/2024 Terminated)Florida
Registered Investment Advisory firm - (4/19/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/19/2024 Terminated)North Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Texas
Registered Investment Advisory firm - (4/19/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)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
2525 Jolly Road, Suite 200, Okemos, MI 48864
Mailing Address
Phone number
(517) 381-3450
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 12,769,267 |
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.
