Inactive

Samuel Degoffau

Cornerstone Wealth Partners, LLC

CRD 8307174

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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:

Current Employers

Cornerstone Wealth Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-06-30

MI RA
APPROVED

Since 2026-06-30

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

Organization	City	State	From	To
Cornerstone Wealth Partners	Okemos	MI	01/2023	Present
Cornerstone University	Grand Rapids	MI	09/2022	04/2023
Sawyer Built Llc	St John's	MI	05/2022	05/2023
Homeschool	Dimondale	MI	09/2008	05/2022

01/2023 → Present

Cornerstone Wealth Partners

Okemos, MI
09/2022 → 04/2023

Cornerstone University

Grand Rapids, MI
05/2022 → 05/2023

Sawyer Built Llc

St John's, MI
09/2008 → 05/2022

Homeschool

Dimondale, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-29

S65 Uniform Investment Adviser Law Examination

2026-06-29

View on SEC IAPD

Nearby Firms

EAGLE FINANCIAL ADVISORS, LLC

OSAIC WEALTH, INC.

Nearby Investors

DAVID MICHAEL DELEKTA

MATTHEW GLENN OTTINGER

Brian Girard Dale

Nearby Offices

EAGLE FINANCIAL ADVISORS, LLC · OKEMOS, MI

OSAIC WEALTH, INC. · OKEMOS, MI

EDWARD JONES · OKEMOS, MI

More in Okemos, MI

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