Laura Ann Fenton

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

• 02/2014 → 04/2018
  Lpl Financial, Llc
  Des Peres, MO
• 02/2015 → 04/2018
  Cornerstone Wealth Management
  Des Peres, MO
• 04/2018 → Present
  Lpl Financial, Llc
  Des Peres, MO
• 04/2018 → Present
  Cornerstone Wealth Management, Llc
  Des Peres, MO

Other Businesses

1. 01/10/2017 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 30%/ DES PERES, MO. 2. 3/15/2017 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 02/03/2015 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 30% - I provide administrative support to Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity in 3/15/17. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 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/40 Hours During Securities Trading - Time Spent 30% 4. 10/14/2024 - Fenton Financial Group - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/11/2024 - 40 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-12-11

Other Names

• Laura Ann Consolino