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Bart Anthony Spachek

Cornerstone Securities LLC

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About Bart Anthony Spachek

Bart Spachek is a registered Investment Advisor Representative with Cornerstone Securities LLC. Bart is a Registered Representative in Kansas, Missouri, Illinois, Texas, North Carolina, Oregon and Florida. Bart has been in the industry since December 2005. Cornerstone Securities LLC is an investment advisory firm that provides portfolio management for individuals, as well as financial planning and selection of other advisors.

Firm Information

Bart Spachek is currently registered with Cornerstone Securities LLC. Cornerstone Securities LLC is an investment advisor with 9 licensed agents and 9 investment advisor representatives. The firm manages $99 million in assets for 600 clients, primarily individuals other than high-net-worth individuals. Cornerstone Securities offers financial planning and portfolio management services, as well as assistance in selecting other advisors.

$99.00M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bart Spachek’s Registration & Firm History

KS

03/16/2018 - Present

Cornerstone Securities LLC (OVERLAND PARK KS)

KS

09/11/2012 - 12/31/2014

CLIENT ONE SECURITIES LLC (LENEXA KS)

KS

02/16/2012 - 03/21/2012

SUNSET FINANCIAL SERVICES, INC. (LENEXA KS)

KS

12/01/2005 - 06/27/2011

ALLSTATE FINANCIAL SERVICES, LLC (SHAWNEE KS)

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Licenses & Designations

IA

Issued 10/30/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Bart Anthony Spachek. Review regulatory record here.
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