WW
William A. Wiarda
CORNERSTONE WEALTH PARTNERS
GRAND RAPIDS, MI 49525
Some features on this profile are disabled
CRD#: 7268659
WW
Professional summary
William A. Wiarda, who also goes by Bill Wiarda, Will Wiarda, William Wiarda, is a registered financial advisor currently at CORNERSTONE WEALTH PARTNERS, LLC located in Grand Rapids, Michigan.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Wiarda | Will Wiarda | William Wiarda
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.
DAVE RAMSEY CERTIFIED FINANCIAL COACH; NON-INVESTMENT RELATED; 1600 EAST BELTLINE AVE. NE, SUTIE 217, GRAND RAPIDS, MI 49525; 20 HRS/MTH 20 HRS/TRADING; PROVIDES DEBT FREEDOME COACHING.
CRS (Client Relationship Summary) - RIA
Click below to view William A. Wiarda'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
June 22, 2020 - Present
CORNERSTONE WEALTH PARTNERS, LLC
Office #1: 1600 East Beltline Ave. Suite 217, Grand Rapids, MI 49525RIA
CRD#: 146602
GRAND RAPIDS, 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
California(3/21/2024)
IAR
Florida(5/22/2025)
IAR
Michigan(6/22/2020)
IAR
Texas(2/7/2025)
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.
Company Information
CORNERSTONE WEALTH PARTNERS, LLC
CRD#: 146602Grand Rapids, MI 49525TRUST BUT VERIFY
Monitor William Wiarda
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
