Alan R. Rader

CORNERSTONE WEALTH MANAGEMENT GROUP

Greeneville, TN 37745

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CRD#: 7791563

Professional summary

Alan Robert Rader is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT GROUP located in Greeneville, Tennessee.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Angus Farm, non investment related, farming, Owner and operator of cattle, 40-80 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Robert Rader's CRS (Customer Relationship Summary).

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

August 25, 2023 - Present

CORNERSTONE WEALTH MANAGEMENT GROUP

Office #1: 517 N. Main Street Suite A, Greeneville, TN 37745

RIA

CRD#: 313269

Greeneville, TN

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".

CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH, LLC

CRD#: 313269 / SEC#: 801-123282

RIA

Registered Investment Advisory firm - (3/1/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Tennessee
(8/25/2023)

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: 7/10/2023

Uniform Investment Adviser Law Examination

Current Firm

CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH, LLC

CRD#: 313269 / SEC#: 801-123282

RIA

Registered Investment Advisory firm - (3/1/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

517 N. Main Street Suite A, Greeneville, TN 37745

Mailing Address

Phone number

(423) 588-7151

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - CORNERSTONE WEALTH, LLC (4/2/2025)

ADV PART 2A- CORNERSTONE WEALTH, LLC (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,421
AUM (Assets Under Management)	$ 244,463,449

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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Alan R. Rader

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Robert Rader's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH MANAGEMENT GROUP

Primary Firm SEC Registration

CORNERSTONE WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2023

Current Firm

CORNERSTONE WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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