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13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-23 |
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