Timothy Stafford Whelan

Employer firm

Cornerstone Wealth Partners, LLC CRD 146602

$146M regulatory AUM 1,105 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2020
  Churchill Mortgage Corporation
  Okemos, MI
• 10/2020 → Present
  Independent Insurance Agent - Self Employed
  East Lansing, MI
• 05/2021 → 12/2023
  The O.N. Equity Sales Company
  East Lansing, MI
• 05/2021 → 12/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 07/2023 → 12/2023
  Medwise Marketing
  Grand Ledge, MI
• 12/2023 → Present
  Conerstone Wealth Partners, Llc
  Okemos, MI

Previous Registrations

• 2021-05-10 → 2023-12-15
  On Investment Management Co
  East Lansing, MI

Other Businesses

1) Insurance Agent; investment related; life insurance sales -term and whole life; agent; 10/18/201; 20 hours/month (20 hours during security trading hours); insurance agent sell whole life and term life. 2). Stafford Pathways, LLC; non-investment related; 40 hours/month during trading; consulting, business valuations and owns a sports league.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-06
• S65 Uniform Investment Adviser Law Examination
  2020-11-12

Other Names

• Tim Whelan