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Ashley Amber Cross

Cornerstone Wealth Management, LLC

Des Peres, MO

CRD 6588366

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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:

Current Employers
Cornerstone Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-11-06
  • MO RA
    APPROVED
    Since 2024-11-06

Branch Locations

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
Lpl Financial Llc Des Peres MO 07/2022 Present
Edward Jones Wood River IL 12/2019 07/2022
Southeastern Illinos College Harrisburg IL 08/2016 12/2017
Southern Illinois University Edwardsville IL 01/2018 12/2019
Edward Jones Mcleansboro IL 12/2015 12/2019
Cornerstone Wealth Management, Llc Saint Peters MO 11/2024 Present
  • 07/2022 → Present
    Lpl Financial Llc
    Des Peres, MO
  • 12/2019 → 07/2022
    Edward Jones
    Wood River, IL
  • 08/2016 → 12/2017
    Southeastern Illinos College
    Harrisburg, IL
  • 01/2018 → 12/2019
    Southern Illinois University
    Edwardsville, IL
  • 12/2015 → 12/2019
    Edward Jones
    Mcleansboro, IL
  • 11/2024 → Present
    Saint Peters, MO
Other Businesses

1) 2023-07-17 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone WeaIth PortfoIios - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-07-06 - 160hrs/mth - 40hrs/mth during trading 2) 2023-07-19 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone WeaIth Management LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2023-07-06 - 160hrs/mth - 40hrs/mth during trading 3) 2026-05-12 - Club Fitness - Coach/ Sports/ Fitness - N - Saint Peters MO - 2026-05-08 - 4hrs/mth - 0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-13
  • S66 Uniform Combined State Law Examination
    2024-06-13

View on SEC IAPD

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