Bruce William Clemens

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

• 05/2016 → 06/2017
  Navico Marine Electronics
  Tulsa, OK
• 06/2017 → 02/2019
  Fredric E. Russell Investment Management Co.
  Tulsa, OK
• 04/2019 → Present
  Cornerstone Wealth Management
  Sand Spring, OK
• 04/2019 → Present
  Lpl Financial
  St. Peters, MO

Previous Registrations

• 2018-05-01 → 2019-05-21
  Fredric E. Russell Investment Management Co.
  Tulsa, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-24