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Olivia Ann Plagge

Cornerstone Wealth Advisors, Inc.

Edina, MN

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Current Employers
Cornerstone Wealth Advisors, Inc.

3300 Edinborough Way Suite 450, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-08-02
  • MN RA
    APPROVED
    Since 2023-08-02

Branch Locations

3300 Edinborough Way Suite 450, Edina, MN 55435 • 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
OrganizationCityStateFromTo
Private Household Saint Paul MN 06/2015 08/2018
Loras College Advancement Office Dubuque IA 06/2017 12/2019
Vine & Fig Tree Wealth Planning Dubuque IA 08/2019 05/2020
Creative Planning, Llc Minneapolis MN 05/2019 08/2019
Cornerstone Wealth Advisors Edina MN 06/2020 07/2023
Cornerstone Wealth Advisors Edina MN 07/2023 Present
Loras College Dubuque IA 09/2016 05/2020
  • 06/2015 → 08/2018
    Private Household
    Saint Paul, MN
  • 06/2017 → 12/2019
    Loras College Advancement Office
    Dubuque, IA
  • 08/2019 → 05/2020
    Vine & Fig Tree Wealth Planning
    Dubuque, IA
  • 05/2019 → 08/2019
    Creative Planning, Llc
    Minneapolis, MN
  • 06/2020 → 07/2023
    Cornerstone Wealth Advisors
    Edina, MN
  • 07/2023 → Present
    Cornerstone Wealth Advisors
    Edina, MN
  • 09/2016 → 05/2020
    Loras College
    Dubuque, IA
Designations
Other Names
  • Olivia Ann Flynn
  • Olivia Flynn Plagge

View on SEC IAPD

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