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Esther Laurie Bodman

Cornerstone Wealth Planning

Charlotte, NC

CRD 2091978

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Employer firm

Cornerstone Wealth Planning CRD 166886

$486M regulatory AUM 17 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cornerstone Wealth Planning

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-04-10
  • NC RA
    APPROVED
    Since 2018-04-10

Branch Locations

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • 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 Planning Matthews NC 03/2018 Present
Unemployed Charlotte NC 05/2013 02/2018
Senior Helpers Charlotte NC 04/2014 02/2018
  • 03/2018 → Present
    Cornerstone Wealth Planning
    Matthews, NC
  • 05/2013 → 02/2018
    Unemployed
    Charlotte, NC
  • 04/2014 → 02/2018
    Senior Helpers
    Charlotte, NC
Previous Registrations
  • 2004-05-20 → 2013-06-03
    Ronald Blue & Co., Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-10
S63 Uniform Securities Agent State Law Examination 1990-10-16
  • S65 Uniform Investment Adviser Law Examination
    2018-04-10
  • S63 Uniform Securities Agent State Law Examination
    1990-10-16
Other Names
  • Esther Laurie Glenn
  • Ester Laurie Glenn
  • Ester Glenn Bodman

View on SEC IAPD

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