Andrew Dale Lohmeyer

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

• 10/2012 → Present
  Lpl Financial, Llc
  Des Peres, MO
• 10/2012 → Present
  Cornerstone Wealth Management, Llc
  Des Peres, MO

Previous Registrations

• 2007-10-26 → 2012-10-10
  Edward Jones
  Richmond Heights, MO
  St Louis, MO
  St Louis, MO

Other Businesses

1. 09/26/2012 - Cornerstone Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/17/2012: REGISTERED INVESTMENT ADVISOR - CORNERSTONE WEALTH MANAGEMENT, LLC - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - TIME SPENT 50% - DES PERES, MO. 3. 11/07/2012 - OTHER-FOR ACCOUNTING PURPOSES ONLY - EVOLUTION FINANCIAL SERVICES, LLC - ENTITY FOR ACCCOUNTING PURPOSES. - TIME SPENT 1%. 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 - Time Spent 50%

Exams

• S66 Uniform Combined State Law Examination
  2007-10-11

Designations

• Certified Financial Planner

Other Names

• Andrew Lohmeyer
• Andy Lohmeyer