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Cade Roque

Cornerstone Wealth Management, LLC

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About Cade Roque

Cade Roque is a financial advisor who has been in the industry since 2023. Cade is currently registered with Cornerstone Wealth Management, LLC, and is licensed in Arizona. Cade has experience with various investment strategies, and offers financial planning, pension consulting, and portfolio management for individuals and businesses. Cade is also licensed to offer Medicare Supplement Insurance through GMIA Inc. Cade previously worked for Mutual of Omaha Investor Services, Inc.

Firm Information

Cade Roque is currently registered with Cornerstone Wealth Management, LLC. Cornerstone Wealth Management, LLC is an independent financial advisory firm with over 70 licensed agents and 87 investment advisor representatives. The firm, based in St. Peters, MO, manages over $3.2 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a comprehensive suite of financial planning and investment management services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Cornerstone Wealth Management, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Cornerstone Wealth Management, LLC

7417 MEXICO ROAD

ST. PETERS, MO 63376

$3.30B

Assets Under Management

6

Total Clients

79

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lpl sponsored advisory programs; investment management & research subscription licensing

Lpl sponsored advisory programs; investment management & research subscription licensing

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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Cade Roque’s Registration & Firm History

AZ

10/31/2024 - Present

Cornerstone Wealth Management, LLC (Mesa AZ)

AZ

02/16/2024 - 07/24/2024

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/13/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cade Roque.
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