Olivia A. Plagge

CORNERSTONE WEALTH ADVISORS

EDINA, MN 55435

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CRD#: 7792139

Professional summary

Olivia Ann Plagge, who also goes by Olivia Ann Flynn, Olivia Flynn Plagge, is a registered financial advisor currently at CORNERSTONE WEALTH ADVISORS, INC. located in Edina, Minnesota.

Olivia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Olivia has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Olivia Ann Flynn | Olivia Flynn Plagge

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 Olivia Ann Plagge'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 2, 2023 - Present

CORNERSTONE WEALTH ADVISORS, INC.

Office #1: 3300 Edinborough Way Suite 450, Edina, MN 55435

RIA

CRD#: 124947

EDINA, MN

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 ADVISORS, INC.

CORNERSTONE WEALTH ADVISORS, INC. | JONATHAN T. GUYTON

CRD#: 124947 / SEC#: 801-61799

RIA

Registered Investment Advisory firm - (2/20/2003 Approved)

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

Minnesota
(8/2/2023)

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

Current Firm

CORNERSTONE WEALTH ADVISORS, INC.

CORNERSTONE WEALTH ADVISORS, INC. | JONATHAN T. GUYTON

CRD#: 124947 / SEC#: 801-61799

RIA

Registered Investment Advisory firm - (2/20/2003 Approved)

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Contact information

Main Address

3300 Edinborough Way Suite 450, Edina, MN 55435

Mailing Address

Phone number

(952) 920-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA - FORM ADV PART 2A - FIRM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,541
AUM (Assets Under Management)	$ 527,770,544

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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Olivia A. Plagge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olivia Ann Plagge's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH ADVISORS, INC.

Primary Firm SEC Registration

CORNERSTONE WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

CORNERSTONE WEALTH ADVISORS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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