Elizabeth Bennett Welcher

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 08/2019
  Ameriprise Financial Services, Inc.
  Harrisonburg, VA
• 08/2019 → Present
  Lpl Financial, Llc
  Fishersville, VA
• 08/2019 → Present
  Cornerstone Wealth Management Dba Milestone Investment Counsel
  St. Peters, MO

Previous Registrations

• 2017-07-26 → 2019-08-20
  Ameriprise Financial Services, Llc
  Harrisonburg, VA

Other Businesses

1.08/20/2019; Cornerstone Wealth Management; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/16/2019; 160hrs/mth; 8hrs during trading; 2.08/27/2020; Notary Public; Notary Public; Investment Related; at Reported Business Location(s); Start Date 08/16/2019; hrs/mth; hrs during trading 3.10/25/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Milestone Investment Counsel; Investment Related; at Reported Business Location(s); Start Date 10/24/2022; 160hrs/mth; 160hrs during trading 4.02/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Portfolios /; Investment Related; at Reported Business Location(s); Start Date 02/14/2023; 160hrs/mth; 8hrs during trading 5.05/18/2026; BUI; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/05/2026; 8hrs/mth; 8hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-17
• S66 Uniform Combined State Law Examination
  2017-07-23

Other Names

• Elizabeth Alice Bennett