Chad Jeremy Klassen

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

• 04/2007 → 05/2021
  Edward Jones
  Saint Louis, MO
• 05/2021 → Present
  Lpl Financial, Llc
  Mountain Lake, MN
• 05/2021 → Present
  Cornerstone Wealth Management, Llc
  Mountain Lake, MN

Previous Registrations

• 2007-09-06 → 2021-04-21
  Edward Jones
  St Louis, MO
  Madelia, MN

Other Businesses

1) 05/18/2021 - DBA for LPL Business (entity for LPL business) - Cornerstone Wealth Management - Investment Related - 100% - St. Peters, MO 63376 2) 05/18/2021 - Loan - Wendell Klassen - Home Based - Started 1/1/2014 3) 05/18/2021 - Real Estate Rental - Klassen Properties, LLC - Mountain Lake, MN 56159 - Start Date 1-1-2014 - 25 Hours Per Month 4) 09/20/2024 - Klassen Financial, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 05/18/2021 - 175 Hours Per Month/ 100 Hours During Trading 5) 09/20/2024 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/1/2023 - 250 Hours Per Month/ 8 Hours During Trading 6) 02/17/2026 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/15/2025 - 4 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-06-23

Other Names

• Chad Jeremy Klassen