Matthew Lee Rufkahr

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → Present
  Lpl Financial, Llc
  Washington, MO
• 06/2015 → Present
  Cornerstone Wealth Management, Llc
  Washington, MO

Other Businesses

1. 08/06/2015 - GENFINITY WEALTH MANAGEMENT - INV REL - 1451 HIGH STREET, SUITE 215, WASHINGTON, MO 63090 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 07/31/2015 - 160 HOURS PER MONTH, 7 DURING TRADING - GENFINITY WEALTH MANAGEMENT, LLC IS MY NEW DBA FOR LPL SECURITIES BUSINESS. I AM STILL AN RIA HYBRID 2. 10/26/2015 * CORNERSTONE WEALTH MANAGEMENT, LLC * CORNERSTONE WEALTH MANAGEMENT, LLC * Registered Investment Advisor DBA * (Hybrid) GenFinity Wealth Management, LLC * start 07/31/2015 * 6 hrs/mo during secs trd hrs. 3. 10/14/2021 - BUI USA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/13/2021 - 10 Hours Per Month/1 Hour During Securities Trading. 4. 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/7 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-02-25
• S63 Uniform Securities Agent State Law Examination
  2002-07-20

Other Names

• Matt Rufkahr