Regina Erin Crook

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

• 02/2010 → 06/2017
  Cc Industries Inc
  Chicago, IL
• 08/2019 → Present
  Cornerstone Wealth Management
  Des Peres, MO
• 06/2017 → 10/2017
  Relocation
  Chicago, IL
• 10/2017 → 08/2019
  Fiduciary Advisors Inc.
  St. Louis, MO

Previous Registrations

• 2018-05-23 → 2019-08-21
  Fiduciary Advisors, Inc.
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-23

Other Names

• Regina E. Crook