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Mark William Moerdyk

Cornerstone Wealth Partners, LLC

Grand Rapids, MI

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Current Employers
Cornerstone Wealth Partners, Llc

2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-30
  • MI RA
    APPROVED
    Since 2025-09-30

Branch Locations

1600 East Beltline Ave Ne, Grand Rapids, MI 49525 • 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
Keystone Financial Coaching Grand Rapids MI 01/2019 Present
Allstate Insurance Company Grand Rapids MI 01/2014 01/2021
  • 01/2019 → Present
    Keystone Financial Coaching
    Grand Rapids, MI
  • 01/2014 → 01/2021
    Allstate Insurance Company
    Grand Rapids, MI
Other Businesses

I own and operate Keystone Financial Coaching, a personal finance and budgeting consulting service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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