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Gregory Alan Shoemaker

Cornerstone Wealth Management, LLC

St. Peters, MO

CRD 2525779

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Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

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

Current Employers
Cornerstone Wealth Management, Llc

13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2012-08-27
TX RA APPROVED 2012-08-17
  • MO RA
    APPROVED
    Since 2012-08-27
  • TX RA
    APPROVED
    Since 2012-08-17

Branch Locations

7417 Mexico Road Suite 104, St. Peters, MO 63376 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc St. Peters MO 11/2005 Present
Cornerstone Wealth Management, Llc St. Peters MO 08/2012 Present
Previous Registrations
Other Businesses

1. 02/01/2016 - Cornerstone Wealth Management LLC - Registered Investment Advisor Hybrid - (Hybrid) Cornerstone Wealth Management LLC - Investment Related - At Reported Business Location(s) - Start Date: 08/01/2012 - 40 Hrs/Mth - 40 Hrs During Trading. 2) 05/23/2025 - Shoemaker Wadkowski Wealth - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 05/20/2025 - 40 Hrs/Mth - 8 Hrs During Trading. 3) 07/24/2025 - Cornerstone Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/19/2025 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-11
S63 Uniform Securities Agent State Law Examination 1994-09-30
  • S66 Uniform Combined State Law Examination
    2025-09-11
  • S63 Uniform Securities Agent State Law Examination
    1994-09-30

View on SEC IAPD

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