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Current Employers
Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-05-19
  • MN RA
    APPROVED
    Since 2021-05-19

Branch Locations

225 10Th St. N P.O. Box 625, Mountain Lake, MN 56159 • United States

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 04/2007 05/2021
Lpl Financial, Llc Mountain Lake MN 05/2021 Present
Cornerstone Wealth Management, Llc Mountain Lake MN 05/2021 Present
Previous Registrations
  • 2007-09-06 → 2021-04-21
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-23
  • S66 Uniform Combined State Law Examination
    2007-06-23
Other Names
  • Chad Jeremy Klassen

View on SEC IAPD

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