Inactive

Kevin Douglas Johnson

Cornerstone Wealth Planning

CRD 7733546

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Employer firm

Cornerstone Wealth Planning CRD 166886

$486M regulatory AUM 17 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Cornerstone Wealth Planning

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-06-18

NC RA
APPROVED

Since 2024-06-18

Branch Locations

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cornerstone Wealth Planning, Llc	Charlotte	NC	10/2022	Present
Redeemer Presbyterian Church San Diego	San Diego	CA	06/2016	09/2022
Bridge Church San Diego	San Diego	CA	05/2014	05/2022

10/2022 → Present

Cornerstone Wealth Planning, Llc

Charlotte, NC
06/2016 → 09/2022

Redeemer Presbyterian Church San Diego

San Diego, CA
05/2014 → 05/2022

Bridge Church San Diego

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-18

S65 Uniform Investment Adviser Law Examination

2024-06-18

View on SEC IAPD

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