Joseph Michael Keifer

Current Employers

Employment History

• 11/2005 → Present
  Lpl Financial, Llc
  St Peters, MO
• 08/2012 → Present
  Cornerstone Wealth Management
  Des Peres, MO

Previous Registrations

• 1999-02-11 → 2005-11-30
  Edward Jones
  Cottleville, MO

Other Businesses

1) 03/08/2007: Keifer Properties LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - Two rental units. Suite 101 (approx 1,100 sq ft) and suite 103 (approx 1,455 sq ft). The renters are Cornerstone Wealth Management LLC (The company we operate with LPL). - 1% Time Spent 2) 11/02/2011: No Business Name - DBA for LPL Business (entity for LPL business) - Cornerstone Wealth Management LLC - INV REL - At Reported Business Location(s) 3) 12/01/2014: Cornerstone Wealth Management LLC - Registered Investment Advisor Hybrid - (Hybrid) Cornerstone Wealth Management LLC - INV REL - Start 11/01/2005 - 13558 Manchester Rd, Ste 200, Des Peres MO 63131 - (HYBRID) Provide asset management and financial planning for a fee - 160 Hr/Mo; 160 Hours During Securities Trading; 100% Time Spent 4) 10/11/2021 - BUI - Investment Related - 11433 Olde Cabin Road Third Floor, St Louis, MO 63141 - Non-Variable Insurance - Start Date: 07/26/2021 - 8 Hours Per Month/1 Hour During Securities Trading. 5) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% 6) 07/12/2023 - PLM Companies - Not Investment Related - Sunset Country Club, 9555 S Geyer Rd, St. Louis, MO 63127 - For-Profit Board Member - Advisory Board Member - Start Date 02/16/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-12-09
• S63 Uniform Securities Agent State Law Examination
  1997-01-13

Other Names

• Joseph M Keifer