Best Investors Account Sign in
Inactive

Maxwell Beals

Cornerstone Wealth Partners, LLC

Okemos, MI

Claim This Profile
Current Employers
Cornerstone Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-29
  • MI RA
    APPROVED
    Since 2026-06-29

Branch Locations

2525 Jolly Road, Suite 200, Okemos, MI 48864 • 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
Cornerstone Wealth Partners Okemos MI 06/2025 Present
Sleekfire Media St John's ME 08/2023 05/2025
Keen Cut Lawn & Landscape Haslett MI 09/2021 07/2023
Serra Auto Campus Okemos MI 10/2020 08/2021
University Reformed Church East Lansing MI 08/2019 12/2024
Chick-Fil-A Okemos MI 03/2017 05/2020
Homeschool Mason MI 09/2015 05/2019
  • 06/2025 → Present
    Cornerstone Wealth Partners
    Okemos, MI
  • 08/2023 → 05/2025
    Sleekfire Media
    St John's, ME
  • 09/2021 → 07/2023
    Keen Cut Lawn & Landscape
    Haslett, MI
  • 10/2020 → 08/2021
    Serra Auto Campus
    Okemos, MI
  • 08/2019 → 12/2024
    University Reformed Church
    East Lansing, MI
  • 03/2017 → 05/2020
    Chick-Fil-A
    Okemos, MI
  • 09/2015 → 05/2019
    Homeschool
    Mason, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17

View on SEC IAPD

Other Firms

EAGLE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CARDINAL FINANCIAL CONSULTANTS, LLC
RYZOME INVESTMENT ADVISORS
SPC
LPL FINANCIAL LLC

Other Investors

DAVID MICHAEL DELEKTA
MATTHEW GLENN OTTINGER
Brian Girard Dale
JEFFREY AARON ROBINS
Thomas W Repaskey
KEVIN D GUNNS
Erin Louise Ballor
GREGG MYLAN HUYCK

Other Offices

EAGLE FINANCIAL ADVISORS, LLC · OKEMOS, MI
OSAIC WEALTH, INC. · OKEMOS, MI
EDWARD JONES · OKEMOS, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OKEMOS, MI
CARDINAL FINANCIAL CONSULTANTS, LLC · OKEMOS, MI
RYZOME INVESTMENT ADVISORS · OKEMOS, MI
SPC · Okemos, MI
LPL FINANCIAL LLC · OKEMOS, MI

More in Okemos, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor