Blake M Swenson

Current Employers

Employment History

• 06/2023 → Present
  Steamboat Financial Group
  Washington, MO
• 06/2023 → Present
  Cornerstone Wealth Management
  Des Peres, MO
• 06/2023 → Present
  Lpl Financial Llc
  Washington, MO
• 08/2019 → 05/2023
  University Of Mississippi
  University, MS
• 08/2015 → 05/2019
  Westminster Christian Academy
  Town And Country, MO
• 06/2022 → 08/2022
  Stifel Financial
  St. Louis, MO
• 05/2021 → 08/2021
  True Mfg.
  O'fAllon, MO

Other Businesses

1) 08/10/2023 - Steamboat Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/10/2023 - Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 08/10/2023 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4) 07/23/2024 - Broker Services Marketing Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/18/2024 - 0 Hours Per Month/ During Trading. 5) 10/22/2025 - Cornerstone Wealth Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/01/2024 - 80Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-22

Other Names

• Blake Michael Swenson