Makinley R. Cornley

HILLIARD, OH

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CRD#: 7550552

Professional summary

Makinley R Cornley, who also goes by Makinley R Cramer, was a registered financial advisor .

Makinley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Makinley had worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Makinley R Cramer

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.

Makinley R. Cornley is licensed to sell life, health, disability, and long-term care across multiple states. She may engage in product sales with our clients, for which she will receive additional compensation. Any commissions received through insurance sales do not offset advisory fees the client may pay for advisory services under Purpose1st Financial. Makinley is an UberEats driver. This is a non-investment related activity and typically takes place outside normal business hours on the weekends.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2025 - Present

HILLIARD, OH

Past

April 8, 2024 - October 15, 2025

ACCESS WEALTH GROUP, LLC

RIA

CRD#: 327982

Hilliard, OH

Past

February 22, 2023 - August 30, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Columbus, OH

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

Ohio
(10/31/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/8/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/21/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/23/2023

Securities Industry Essentials Examination

Current firm

No current employment

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.

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Makinley R. Cornley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ACCESS WEALTH GROUP, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/2024

Series 63

Date: 3/17/2023

Series 6TO

Date: 2/21/2023

SIE

Date: 1/23/2023

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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