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Makinley R. Cornley

PURPOSE1ST FINANCIAL
HILLIARD, OH
Some features on this profile are disabled
CRD#: 7550552
MC

Professional summary

Makinley R Cornley, who also goes by Makinley R Cramer, is a registered financial advisor currently at PURPOSE1ST FINANCIAL located in Hilliard, Ohio.

Makinley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Makinley has 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makinley R Cornley'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®
None

Experience

Current

October 31, 2025 - Present

PURPOSE1ST FINANCIAL

RIA
CRD#: 339089
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

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/17/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/21/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/23/2023
Securities Industry Essentials Examination

Current Firm

PF
PURPOSE1ST FINANCIAL
PURPOSE1ST | PURPOSE1ST FINANCIAL

CRD#: 339089 / SEC#:

Ohio
Registered Investment Advisory firm - (10/28/2025 Approved)
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Contact information

Main Address
Hilliard, OH
Mailing Address
Phone number
(614) 467-0617
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PURPOSE1ST FINANCIAL

CRD#: 339089Hilliard, OH

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